Quest 10 Wealth Builders’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Quest 10 Wealth Builders’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 Q1	$5.96K	Hold	56	–	–	0.01%	506
2025 Q4	$5.97K	Hold	56	–	–	0.01%	479
2025 Q3	$5.98K	Hold	56	–	–	0.01%	460
2025 Q2	$5.96K	Hold	56	–	–	0.01%	469
2025 Q1	$5.91K	Hold	56	–	–	0.01%	442
2024 Q4	$5.91K	Buy	+56	New	+$5.92K	0.01%	478

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Quest 10 Wealth Builders's SUB Position: Q1 2026 in Review

Quest 10 Wealth Builders held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q1 2026 at 56 shares worth $5.96K. The position accounts for 0.01% of the portfolio, ranked #506.

Quest 10 Wealth Builders first reported a position in SUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.98K in Q3 2025. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Quest 10 Wealth Builders held 56 shares of iShares Short-Term National Muni Bond ETF worth $5.96K as of Q1 2026.
Quest 10 Wealth Builders left its iShares Short-Term National Muni Bond ETF share count unchanged in Q1 2026.
iShares Short-Term National Muni Bond ETF made up 0.01% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #506 holding.
Quest 10 Wealth Builders first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
Quest 10 Wealth Builders's iShares Short-Term National Muni Bond ETF position peaked at $5.98K in Q3 2025.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.