Premier Path Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Premier Path Wealth Partners’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	$1.4M	Buy	13,112 +1,815	+16%	+$193K	0.16%	133
2026 Q1	$1.2M	Buy	11,297 +670	+6%	+$71.7K	0.16%	136
2025 Q4	$1.13M	Sell	10,627 -1,519	-13%	-$162K	0.15%	134
2025 Q3	$1.3M	Sell	12,146 -6,311	-34%	-$674K	0.17%	132
2025 Q2	$1.96M	Sell	18,457 -1,678	-8%	-$177K	0.27%	86
2025 Q1	$2.13M	Buy	20,135 +21	+0.1%	+$2.22K	0.33%	71
2024 Q4	$2.12M	Sell	20,114 -191	-0.9%	-$20.2K	0.32%	71
2024 Q3	$2.16M	Buy	20,305 +317	+2%	+$33.4K	0.34%	70
2024 Q2	$2.09M	Buy	19,988 +2,667	+15%	+$279K	0.36%	66
2024 Q1	$1.83M	Buy	+17,321	New	+$1.82M	0.34%	74

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

Premier Path Wealth Partners's SUB Position: Q2 2026 in Review

Premier Path Wealth Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 16% in Q2 2026, buying an estimated $193K and bringing the position to 13,112 shares worth $1.4M. The position accounts for 0.16% of the portfolio, ranked #133.

Premier Path Wealth Partners first reported a position in SUB in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.16M in Q3 2024. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Premier Path Wealth Partners held 13,112 shares of iShares Short-Term National Muni Bond ETF worth $1.4M as of Q2 2026.
Premier Path Wealth Partners bought 1,815 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $193K.
iShares Short-Term National Muni Bond ETF made up 0.16% of Premier Path Wealth Partners's portfolio in Q2 2026, its #133 holding.
Premier Path Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Premier Path Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $2.16M in Q3 2024.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.