Rede Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Rede Wealth’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	$526K	Sell	4,945 -225	-4%	-$23.9K	0.17%	60
2026 Q1	$551K	Buy	5,170 +366	+8%	+$39.2K	0.2%	57
2025 Q4	$513K	Buy	+4,804	New	+$512K	0.18%	60
2025 Q3	–	Sell	-4,432	Closed	-$471K	–	177
2025 Q2	$471K	Sell	4,432 -1,464	-25%	-$155K	0.17%	60
2025 Q1	$623K	Sell	5,896 -2,484	-30%	-$263K	0.22%	47
2024 Q4	$884K	Buy	8,380 +1,349	+19%	+$142K	0.34%	31
2024 Q3	$747K	Buy	7,031 +199	+3%	+$21K	0.29%	38
2024 Q2	$714K	Hold	6,832	–	–	0.66%	36
2024 Q1	$716K	Sell	6,832 -5,752	-46%	-$604K	0.3%	39
2023 Q4	$1.33M	Sell	12,584 -8,864	-41%	-$922K	0.63%	19
2023 Q3	$2.21M	Sell	21,448 -11	-0.1%	-$1.14K	1.11%	12
2023 Q2	$2.23M	Sell	21,459 -1,631	-7%	-$170K	1.06%	13
2023 Q1	$2.42M	Buy	23,090 +3,988	+21%	+$416K	1.26%	12
2022 Q4	$1.99M	Buy	19,102 +3,063	+19%	+$317K	1.06%	13
2022 Q3	$1.65M	Buy	16,039 +5,924	+59%	+$618K	0.98%	14
2022 Q2	$1.06M	Buy	+10,115	New	+$1.05M	0.61%	18

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

Rede Wealth's SUB Position: Q2 2026 in Review

Rede Wealth reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 4.4% in Q2 2026, selling an estimated $23.9K and leaving 4,945 shares worth $526K. The position accounts for 0.17% of the portfolio, ranked #60.

Rede Wealth first reported a position in SUB in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.42M in Q1 2023. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Rede Wealth held 4,945 shares of iShares Short-Term National Muni Bond ETF worth $526K as of Q2 2026.
Rede Wealth sold 225 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $23.9K.
iShares Short-Term National Muni Bond ETF made up 0.17% of Rede Wealth's portfolio in Q2 2026, its #60 holding.
Rede Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 16 quarters since.
Rede Wealth's iShares Short-Term National Muni Bond ETF position peaked at $2.42M in Q1 2023.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Rede Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.