Pines Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Pines Wealth Management’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	$2.55M	Buy	23,956 +1,528	+7%	+$163K	0.73%	29
2026 Q1	$2.39M	Buy	22,428 +2,119	+10%	+$227K	0.77%	28
2025 Q4	$2.17M	Buy	20,309 +1,030	+5%	+$110K	0.7%	28
2025 Q3	$2.06M	Buy	19,279 +2,570	+15%	+$274K	0.69%	30
2025 Q2	$1.78M	Buy	16,709 +1,095	+7%	+$116K	0.63%	34
2025 Q1	$1.64M	Sell	15,614 -1,316	-8%	-$139K	0.76%	32
2024 Q4	$1.78M	Buy	+16,930	New	+$1.79M	0.78%	31

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

Pines Wealth Management's SUB Position: Q2 2026 in Review

Pines Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 6.8% in Q2 2026, buying an estimated $163K and bringing the position to 23,956 shares worth $2.55M. The position accounts for 0.73% of the portfolio, ranked #29.

Pines Wealth Management first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Pines Wealth Management held 23,956 shares of iShares Short-Term National Muni Bond ETF worth $2.55M as of Q2 2026.
Pines Wealth Management bought 1,528 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $163K.
iShares Short-Term National Muni Bond ETF made up 0.73% of Pines Wealth Management's portfolio in Q2 2026, its #29 holding.
Pines Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.