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

Retirement Wealth Solutions’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 		$12.5K Buy
118
+1
+0.9% +$106 0.01% 204
2026
Q1 		$12.5K Buy
117
+1
+0.9% +$107 0.01% 187
2025
Q4 		$12.4K Buy
116
+1
+0.9% +$107 0.01% 207
2025
Q3 		$12.3K Hold
115
– – 0.01% 204
2025
Q2 		$12.2K Buy
115
+1
+0.9% +$106 0.01% 217
2025
Q1 		$12K Sell
114
-115
-50% -$12.2K 0.01% 201
2024
Q4 		$24.1K Buy
+229
New +$24.2K 0.02% 129

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Retirement Wealth Solutions's SUB Position: Q2 2026 in Review

Retirement Wealth Solutions increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.85% in Q2 2026, buying an estimated $106 and bringing the position to 118 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #204.

Retirement Wealth Solutions first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.1K in Q4 2024. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Retirement Wealth Solutions held 118 shares of iShares Short-Term National Muni Bond ETF worth $12.5K as of Q2 2026.
  • Retirement Wealth Solutions bought 1 iShares Short-Term National Muni Bond ETF share in Q2 2026, an estimated $106.
  • iShares Short-Term National Muni Bond ETF made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #204 holding.
  • Retirement Wealth Solutions first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's iShares Short-Term National Muni Bond ETF position peaked at $24.1K in Q4 2024.
  • 913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.