Pinnacle Wealth Planning Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Pinnacle Wealth Planning Services’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	$213K	Hold	2,000	–	–	0.02%	496
2026 Q1	$213K	Hold	2,000	–	–	0.02%	458
2025 Q4	$213K	Hold	2,000	–	–	0.02%	446
2025 Q3	$214K	Hold	2,000	–	–	0.03%	434
2025 Q2	$213K	Hold	2,000	–	–	0.03%	405
2025 Q1	$211K	Hold	2,000	–	–	0.03%	350
2024 Q4	$211K	Hold	2,000	–	–	0.03%	349
2024 Q3	$212K	Hold	2,000	–	–	0.03%	444
2024 Q2	$209K	Hold	2,000	–	–	0.03%	413
2024 Q1	$209K	Hold	2,000	–	–	0.03%	415
2023 Q4	$211K	Hold	2,000	–	–	0.03%	385
2023 Q3	$206K	Hold	2,000	–	–	0.03%	359
2023 Q2	$208K	Hold	2,000	–	–	0.03%	373
2023 Q1	$209K	Hold	2,000	–	–	0.03%	381
2022 Q4	$209K	Hold	2,000	–	–	0.04%	363
2022 Q3	$205K	Buy	+2,000	New	+$209K	0.04%	326

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

Pinnacle Wealth Planning Services's SUB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 2,000 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #496.

Pinnacle Wealth Planning Services first reported a position in SUB in Q3 2022 and has held it in 16 quarters since. The position peaked at $214K in Q3 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Pinnacle Wealth Planning Services held 2,000 shares of iShares Short-Term National Muni Bond ETF worth $213K as of Q2 2026.
Pinnacle Wealth Planning Services left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #496 holding.
Pinnacle Wealth Planning Services first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
Pinnacle Wealth Planning Services's iShares Short-Term National Muni Bond ETF position peaked at $214K in Q3 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.