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

Revolve Wealth Partners’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	$527K	Hold	4,954	–	–	0.05%	183
2026 Q1	$528K	Sell	4,954 -124	-2%	-$13.3K	0.07%	125
2025 Q4	$542K	Hold	5,078	–	–	0.06%	129
2025 Q3	$542K	Sell	5,078 -1,678	-25%	-$179K	0.07%	127
2025 Q2	$718K	Hold	6,756	–	–	0.09%	99
2025 Q1	$713K	Buy	6,756 +1,205	+22%	+$127K	0.1%	94
2024 Q4	$586K	Sell	5,551 -2,276	-29%	-$240K	0.08%	104
2024 Q3	$831K	Sell	7,827 -50	-0.6%	-$5.28K	0.13%	85
2024 Q2	$824K	Hold	7,877	–	–	0.14%	78
2024 Q1	$825K	Hold	7,877	–	–	0.14%	72
2023 Q4	$830K	Hold	7,877	–	–	0.16%	67
2023 Q3	$810K	Hold	7,877	–	–	0.19%	65
2023 Q2	$820K	Hold	7,877	–	–	0.19%	61
2023 Q1	$825K	Sell	7,877 -1,276	-14%	-$133K	0.21%	62
2022 Q4	$954K	Sell	9,153 -2,082	-19%	-$215K	0.27%	58
2022 Q3	$1.15M	Sell	11,235 -556	-5%	-$58K	0.39%	46
2022 Q2	$1.23M	Buy	11,791 +7,757	+192%	+$807K	0.41%	44
2022 Q1	$422K	Sell	4,034 -7,376	-65%	-$781K	0.12%	83
2021 Q4	$1.23M	Buy	+11,410	New	+$1.23M	0.35%	49

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

Revolve Wealth Partners's SUB Position: Q2 2026 in Review

Revolve Wealth Partners held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 4,954 shares worth $527K. The position accounts for 0.05% of the portfolio, ranked #183.

Revolve Wealth Partners first reported a position in SUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.23M in Q2 2022. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Revolve Wealth Partners held 4,954 shares of iShares Short-Term National Muni Bond ETF worth $527K as of Q2 2026.
Revolve Wealth Partners left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.05% of Revolve Wealth Partners's portfolio in Q2 2026, its #183 holding.
Revolve Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
Revolve Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $1.23M in Q2 2022.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.