Roth Financial Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Roth Financial 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	$1.88M	Buy	17,699 +2,339	+15%	+$249K	0.56%	15
2026 Q1	$1.64M	Sell	15,360 -105	-0.7%	-$11.2K	0.56%	16
2025 Q4	$1.65M	Buy	15,465 +60	+0.4%	+$6.39K	0.54%	15
2025 Q3	$1.64M	Buy	15,405 +1,575	+11%	+$168K	0.55%	15
2025 Q2	$1.47M	Buy	13,830 +3,957	+40%	+$418K	0.53%	15
2025 Q1	$1.04M	Buy	9,873 +4,710	+91%	+$498K	0.41%	15
2024 Q4	$545K	Buy	5,163 +3,005	+139%	+$317K	0.22%	20
2024 Q3	$229K	Sell	2,158 -65	-3%	-$6.86K	0.09%	30
2024 Q2	$232K	Buy	+2,223	New	+$232K	0.1%	28
2022 Q4	–	Sell	-3,947	Closed	-$405K	–	24
2022 Q3	$405K	Sell	3,947 -7,107	-64%	-$742K	0.32%	17
2022 Q2	$1.16M	Buy	+11,054	New	+$1.15M	0.92%	14

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

Roth Financial Partners's SUB Position: Q2 2026 in Review

Roth Financial Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 15% in Q2 2026, buying an estimated $249K and bringing the position to 17,699 shares worth $1.88M. The position accounts for 0.56% of the portfolio, ranked #15.

Roth Financial Partners first reported a position in SUB in Q2 2022 and has held it in 11 quarters since. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Roth Financial Partners held 17,699 shares of iShares Short-Term National Muni Bond ETF worth $1.88M as of Q2 2026.
Roth Financial Partners bought 2,339 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $249K.
iShares Short-Term National Muni Bond ETF made up 0.56% of Roth Financial Partners's portfolio in Q2 2026, its #15 holding.
Roth Financial Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 11 quarters since.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.