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

Prosperity Planning’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	–	Hold	0	–	–	–	26
2026 Q1	–	Hold	0	–	–	–	25
2025 Q4	–	Hold	0	–	–	–	25
2025 Q3	–	Hold	0	–	–	–	25
2025 Q2	–	Hold	0	–	–	–	25
2025 Q1	–	Hold	0	–	–	–	25
2024 Q4	–	Hold	0	–	–	–	26
2024 Q3	–	Sell	-30,151	Closed	-$3.18M	–	28
2024 Q2	$3.15M	Buy	+30,151	New	+$3.15M	1.08%	21
2024 Q1	–	Hold	0	–	–	–	23
2023 Q4	–	Hold	0	–	–	–	23
2023 Q3	–	Hold	0	–	–	–	20
2023 Q2	–	Hold	0	–	–	–	17
2023 Q1	–	Hold	0	–	–	–	16
2022 Q4	–	Hold	0	–	–	–	18
2022 Q3	–	Hold	0	–	–	–	14
2022 Q2	–	Sell	-38,520	Closed	-$4.01M	–	14
2022 Q1	$4.51M	Hold	38,520	–	–	2.21%	13
2021 Q4	$4.14M	Buy	38,520 +1,047	+3%	+$112K	2.1%	13
2021 Q3	$4.03M	Buy	37,473 +1,338	+4%	+$144K	2.2%	13
2021 Q2	$3.9M	Buy	+36,135	New	+$3.9M	2.42%	13
2021 Q1	–	Hold	0	–	–	–	11
2020 Q4	–	Hold	0	–	–	–	13

Other funds holding SUB

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Prosperity Planning's SUB Position: Q2 2026 in Review

Prosperity Planning held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 0 shares worth $4M. The position accounts for 0.92% of the portfolio, ranked #26.

Prosperity Planning first reported a position in SUB in Q2 2021 and has held it in 5 quarters since. The position peaked at $4.51M in Q1 2022. 185 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Prosperity Planning held 0 shares of iShares Short-Term National Muni Bond ETF worth $4M as of Q2 2026.
Prosperity Planning left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.92% of Prosperity Planning's portfolio in Q2 2026, its #26 holding.
Prosperity Planning first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2021 and has held it in 5 quarters since.
Prosperity Planning's iShares Short-Term National Muni Bond ETF position peaked at $4.51M in Q1 2022.
185 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.