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

RMR 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 Q2	$33.3M	Buy	313,220 +18,583	+6%	+$1.98M	2.07%	11
2026 Q1	$31.4M	Buy	294,637 +6,599	+2%	+$706K	2.47%	10
2025 Q4	$30.7M	Buy	288,038 +16,729	+6%	+$1.78M	2.46%	10
2025 Q3	$29M	Buy	271,309 +16,269	+6%	+$1.74M	2.42%	10
2025 Q2	$27.1M	Buy	255,040 +15,681	+7%	+$1.66M	2.47%	8
2025 Q1	$25.3M	Buy	239,359 +5,482	+2%	+$579K	2.66%	10
2024 Q4	$24.7M	Buy	233,877 +20,444	+10%	+$2.16M	2.55%	10
2024 Q3	$22.7M	Buy	213,433 +14,469	+7%	+$1.53M	2.4%	11
2024 Q2	$20.8M	Buy	198,964 +7,863	+4%	+$821K	2.39%	12
2024 Q1	$20M	Buy	191,101 +3,430	+2%	+$360K	2.42%	11
2023 Q4	$19.8M	Sell	187,671 -17,916	-9%	-$1.86M	2.78%	10
2023 Q3	$21.1M	Buy	205,587 +7,450	+4%	+$773K	3.38%	8
2023 Q2	$20.6M	Buy	198,137 +30,746	+18%	+$3.2M	3.51%	8
2023 Q1	$17.5M	Buy	167,391 +33,665	+25%	+$3.51M	3.33%	9
2022 Q4	$13.9M	Sell	133,726 -2,893	-2%	-$299K	3.16%	9
2022 Q3	$14M	Buy	136,619 +54,914	+67%	+$5.73M	3.43%	8
2022 Q2	$8.55M	Buy	81,705 +21,644	+36%	+$2.25M	2.13%	9
2022 Q1	$6.28M	Buy	60,061 +51,504	+602%	+$5.45M	1.35%	18
2021 Q4	$919K	Buy	+8,557	New	+$919K	0.26%	40

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

RMR Wealth Builders's SUB Position: Q2 2026 in Review

RMR Wealth Builders increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 6.3% in Q2 2026, buying an estimated $1.98M and bringing the position to 313,220 shares worth $33.3M. The position accounts for 2.07% of the portfolio, ranked #11.

RMR Wealth Builders first reported a position in SUB in Q4 2021 and has held it in 19 quarters since. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

RMR Wealth Builders held 313,220 shares of iShares Short-Term National Muni Bond ETF worth $33.3M as of Q2 2026.
RMR Wealth Builders bought 18,583 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.98M.
iShares Short-Term National Muni Bond ETF made up 2.07% of RMR Wealth Builders's portfolio in Q2 2026, its #11 holding.
RMR Wealth Builders first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.