Robertson Stephens Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Robertson Stephens Wealth Management’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	$253K	Hold	2,373	–	–	0.01%	570
2026 Q1	$253K	Hold	2,373	–	–	0.01%	545
2025 Q4	$253K	Sell	2,373 -219	-8%	-$23.3K	0.01%	549
2025 Q3	$277K	Buy	2,592 +1	+0%	+$107	0.01%	462
2025 Q2	$276K	Buy	+2,591	New	+$274K	0.01%	472
2023 Q3	–	Sell	-7,400	Closed	-$770K	–	471
2023 Q2	$770K	Buy	7,400 +352	+5%	+$36.6K	0.05%	220
2023 Q1	$738K	Buy	7,048 +35	+0.5%	+$3.65K	0.06%	239
2022 Q4	$731K	Sell	7,013 -36,370	-84%	-$3.76M	0.07%	208
2022 Q3	$4.45M	Sell	43,383 -4,377	-9%	-$457K	0.46%	43
2022 Q2	$5M	Buy	47,760 +5,448	+13%	+$567K	0.47%	43
2022 Q1	$4.42M	Buy	42,312 +40,190	+1,894%	+$4.25M	0.37%	55
2021 Q4	$227K	Buy	2,122 +20	+1%	+$2.15K	0.02%	365
2021 Q3	$226K	Sell	2,102 -46	-2%	-$4.96K	0.03%	290
2021 Q2	$231K	Buy	2,148 +46	+2%	+$4.96K	0.03%	303
2021 Q1	$226K	Hold	2,102	–	–	0.04%	271
2020 Q4	$227K	Hold	2,102	–	–	0.05%	221
2020 Q3	$227K	Buy	+2,102	New	+$227K	0.06%	212

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

Robertson Stephens Wealth Management's SUB Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 2,373 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #570.

Robertson Stephens Wealth Management first reported a position in SUB in Q3 2020 and has held it in 17 quarters since. The position peaked at $5M in Q2 2022. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Robertson Stephens Wealth Management held 2,373 shares of iShares Short-Term National Muni Bond ETF worth $253K as of Q2 2026.
Robertson Stephens Wealth Management left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #570 holding.
Robertson Stephens Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2020 and has held it in 17 quarters since.
Robertson Stephens Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $5M in Q2 2022.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.