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

Private Wealth Asset 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	$266K	Sell	2,498 -308	-11%	-$32.8K	0.03%	236
2026 Q1	$299K	Hold	2,806	–	–	0.03%	220
2025 Q4	$299K	Sell	2,806 -491	-15%	-$52.3K	0.03%	221
2025 Q3	$352K	Buy	3,297 +697	+27%	+$74.4K	0.04%	190
2025 Q2	$276K	Buy	2,600 +1,125	+76%	+$119K	0.04%	206
2025 Q1	$156K	Buy	+1,475	New	+$156K	0.02%	258

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

Private Wealth Asset Management's SUB Position: Q2 2026 in Review

Private Wealth Asset Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 11% in Q2 2026, selling an estimated $32.8K and leaving 2,498 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #236.

Private Wealth Asset Management first reported a position in SUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $352K in Q3 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Private Wealth Asset Management held 2,498 shares of iShares Short-Term National Muni Bond ETF worth $266K as of Q2 2026.
Private Wealth Asset Management sold 308 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $32.8K.
iShares Short-Term National Muni Bond ETF made up 0.03% of Private Wealth Asset Management's portfolio in Q2 2026, its #236 holding.
Private Wealth Asset Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's iShares Short-Term National Muni Bond ETF position peaked at $352K in Q3 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.