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Plante Moran Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Plante Moran Financial 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 		– Sell
-12
Closed -$1.28K – 1642
2026
Q1 		$1.28K Buy
+12
New +$1.28K ﹤0.01% 658
2022
Q4 		– Sell
-15
Closed -$2K – 969
2022
Q3 		$2K Buy
+15
New +$1.57K ﹤0.01% 799

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Plante Moran Financial Advisors's SUB Position: Q2 2026 in Review

Plante Moran Financial Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026, closing a stake of 12 shares — an estimated $1.28K sold.

Plante Moran Financial Advisors first reported a position in SUB in Q3 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Plante Moran Financial Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 12 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.28K.
  • Plante Moran Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and held it in 2 quarters.
  • Plante Moran Financial Advisors's iShares Short-Term National Muni Bond ETF position peaked at $2K in Q3 2022.
  • 909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.