Petersen Hastings Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Petersen Hastings Wealth Advisors’s Portfolio SUB Stock Details SUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$364K	Sell	3,423 -1,218	-26%	-$130K	0.03%	60
2026 Q1	$494K	Buy	4,641 +1,159	+33%	+$124K	0.05%	53
2025 Q4	$372K	Buy	+3,482	New	+$371K	0.04%	57

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Petersen Hastings Wealth Advisors's SUB Position: Q2 2026 in Review

Petersen Hastings Wealth Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 26% in Q2 2026, selling an estimated $130K and leaving 3,423 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #60.

Petersen Hastings Wealth Advisors first reported a position in SUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $494K in Q1 2026. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Petersen Hastings Wealth Advisors held 3,423 shares of iShares Short-Term National Muni Bond ETF worth $364K as of Q2 2026.
Petersen Hastings Wealth Advisors sold 1,218 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $130K.
iShares Short-Term National Muni Bond ETF made up 0.03% of Petersen Hastings Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Petersen Hastings Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
Petersen Hastings Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $494K in Q1 2026.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Petersen Hastings Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.