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

RCS Financial 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 Q1	$1.42M	Buy	13,286 +193	+1%	+$20.7K	0.73%	23
2025 Q4	$1.4M	Buy	13,093 +28	+0.2%	+$2.98K	0.6%	34
2025 Q3	$1.4M	Buy	13,065 +2,381	+22%	+$254K	0.62%	32
2025 Q2	$1.14M	Buy	10,684 +3,993	+60%	+$422K	0.57%	34
2025 Q1	$707K	Sell	6,691 -1,523	-19%	-$161K	0.37%	44
2024 Q4	$866K	Buy	8,214 +1,430	+21%	+$151K	0.46%	38
2024 Q3	$720K	Buy	6,784 +581	+9%	+$61.3K	0.4%	37
2024 Q2	$649K	Buy	6,203 +38	+0.6%	+$3.97K	0.38%	40
2024 Q1	$646K	Sell	6,165 -148	-2%	-$15.5K	0.4%	42
2023 Q4	$666K	Sell	6,313 -725	-10%	-$75.4K	0.44%	36
2023 Q3	$724K	Sell	7,038 -4,365	-38%	-$453K	0.55%	33
2023 Q2	$1.19M	Buy	11,403 +1,676	+17%	+$174K	0.98%	24
2023 Q1	$1.02M	Buy	9,727 +223	+2%	+$23.3K	0.9%	27
2022 Q4	$991K	Buy	+9,504	New	+$984K	0.96%	24

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

RCS Financial Planning's SUB Position: Q1 2026 in Review

RCS Financial Planning increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.5% in Q1 2026, buying an estimated $20.7K and bringing the position to 13,286 shares worth $1.42M. The position accounts for 0.73% of the portfolio, ranked #23.

RCS Financial Planning first reported a position in SUB in Q4 2022 and has held it in 14 quarters since. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

RCS Financial Planning held 13,286 shares of iShares Short-Term National Muni Bond ETF worth $1.42M as of Q1 2026.
RCS Financial Planning bought 193 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $20.7K.
iShares Short-Term National Muni Bond ETF made up 0.73% of RCS Financial Planning's portfolio in Q1 2026, its #23 holding.
RCS Financial Planning first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.