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

Private Wealth Management Group’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	$5.24M	Buy	49,225 +652	+1%	+$69.4K	1.22%	18
2026 Q1	$5.17M	Buy	48,573 +1,188	+3%	+$127K	1.36%	18
2025 Q4	$5.06M	Buy	47,385 +869	+2%	+$92.6K	1.35%	18
2025 Q3	$4.97M	Buy	46,516 +322	+0.7%	+$34.4K	1.37%	18
2025 Q2	$4.91M	Sell	46,194 -1,278	-3%	-$135K	1.63%	17
2025 Q1	$5.01M	Sell	47,472 -3,152	-6%	-$333K	1.85%	17
2024 Q4	$5.34M	Buy	50,624 +705	+1%	+$74.5K	2.04%	16
2024 Q3	$5.3M	Sell	49,919 -3,047	-6%	-$321K	2.09%	13
2024 Q2	$5.54M	Sell	52,966 -1,066	-2%	-$111K	2.4%	12
2024 Q1	$5.66M	Sell	54,032 -31,948	-37%	-$3.35M	2.56%	11
2023 Q4	$9.06M	Buy	+85,980	New	+$8.94M	4.45%	10

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 Management Group's SUB Position: Q2 2026 in Review

Private Wealth Management Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.3% in Q2 2026, buying an estimated $69.4K and bringing the position to 49,225 shares worth $5.24M. The position accounts for 1.22% of the portfolio, ranked #18.

Private Wealth Management Group first reported a position in SUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.06M in Q4 2023. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Private Wealth Management Group held 49,225 shares of iShares Short-Term National Muni Bond ETF worth $5.24M as of Q2 2026.
Private Wealth Management Group bought 652 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $69.4K.
iShares Short-Term National Muni Bond ETF made up 1.22% of Private Wealth Management Group's portfolio in Q2 2026, its #18 holding.
Private Wealth Management Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's iShares Short-Term National Muni Bond ETF position peaked at $9.06M in Q4 2023.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.