Prosperity Consulting Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Prosperity Consulting 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	$464K	Hold	4,354	–	–	0.02%	407
2026 Q1	$464K	Hold	4,354	–	–	0.02%	365
2025 Q4	$465K	Buy	4,354 +115	+3%	+$12.3K	0.02%	368
2025 Q3	$453K	Hold	4,239	–	–	0.02%	350
2025 Q2	$451K	Sell	4,239 -313	-7%	-$33.1K	0.03%	320
2025 Q1	$481K	Hold	4,552	–	–	0.04%	308
2024 Q4	$480K	Buy	4,552 +715	+19%	+$75.5K	0.04%	320
2024 Q3	$407K	Buy	+3,837	New	+$405K	0.03%	336

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

Prosperity Consulting Group's SUB Position: Q2 2026 in Review

Prosperity Consulting Group held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 4,354 shares worth $464K. The position accounts for 0.02% of the portfolio, ranked #407.

Prosperity Consulting Group first reported a position in SUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $481K in Q1 2025. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Prosperity Consulting Group held 4,354 shares of iShares Short-Term National Muni Bond ETF worth $464K as of Q2 2026.
Prosperity Consulting Group left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.02% of Prosperity Consulting Group's portfolio in Q2 2026, its #407 holding.
Prosperity Consulting Group first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
Prosperity Consulting Group's iShares Short-Term National Muni Bond ETF position peaked at $481K in Q1 2025.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.