Plancorp LLC’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Plancorp LLC’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	$1.39M	Hold	13,118	–	–	0.03%	175
2026 Q1	$1.4M	Hold	13,118	–	–	0.04%	134
2025 Q4	$1.4M	Hold	13,118	–	–	0.04%	130
2025 Q3	$1.4M	Sell	13,118 -3,630	-22%	-$388K	0.04%	130
2025 Q2	$1.78M	Buy	16,748 +3,527	+27%	+$373K	0.06%	115
2025 Q1	$1.4M	Buy	13,221 +35	+0.3%	+$3.7K	0.06%	122
2024 Q4	$1.39M	Hold	13,186	–	–	0.06%	104
2024 Q3	$1.4M	Buy	13,186 +186	+1%	+$19.6K	0.06%	104
2024 Q2	$1.36M	Hold	13,000	–	–	0.06%	101
2024 Q1	$1.36M	Hold	13,000	–	–	0.06%	105
2023 Q4	$1.37M	Hold	13,000	–	–	0.07%	95
2023 Q3	$1.34M	Hold	13,000	–	–	0.07%	90
2023 Q2	$1.35M	Hold	13,000	–	–	0.07%	86
2023 Q1	$1.36M	Buy	+13,000	New	+$1.36M	0.08%	90

Other funds holding SUB

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BWM

Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return

Plancorp LLC's SUB Position: Q2 2026 in Review

Plancorp LLC held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 13,118 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #175.

Plancorp LLC first reported a position in SUB in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.78M in Q2 2025. 302 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Plancorp LLC held 13,118 shares of iShares Short-Term National Muni Bond ETF worth $1.39M as of Q2 2026.
Plancorp LLC left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.03% of Plancorp LLC's portfolio in Q2 2026, its #175 holding.
Plancorp LLC first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
Plancorp LLC's iShares Short-Term National Muni Bond ETF position peaked at $1.78M in Q2 2025.
302 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.