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

RWA 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	$344K	Buy	3,235 +169	+6%	+$18K	﹤0.01%	540
2026 Q1	$327K	Buy	3,066 +8	+0.3%	+$856	﹤0.01%	524
2025 Q4	$326K	Buy	+3,058	New	+$326K	﹤0.01%	508
2022 Q4	–	Sell	-23,196	Closed	-$2.38M	–	273
2022 Q3	$2.38M	Buy	23,196 +3,835	+20%	+$400K	0.17%	86
2022 Q2	$2.03M	Buy	+19,361	New	+$2.01M	0.14%	93
2020 Q3	–	Sell	-4,315	Closed	-$465K	–	232
2020 Q2	$465K	Hold	4,315	–	–	0.06%	150
2020 Q1	$459K	Buy	+4,315	New	+$459K	0.07%	140
2017 Q3	–	Sell	-2,181	Closed	-$231K	–	243
2017 Q2	$231K	Buy	+2,181	New	+$231K	0.03%	173

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

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

RWA Wealth Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 5.5% in Q2 2026, buying an estimated $18K and bringing the position to 3,235 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

RWA Wealth Partners first reported a position in SUB in Q2 2017 and has held it in 8 quarters since. The position peaked at $2.38M in Q3 2022. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

RWA Wealth Partners held 3,235 shares of iShares Short-Term National Muni Bond ETF worth $344K as of Q2 2026.
RWA Wealth Partners bought 169 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $18K.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #540 holding.
RWA Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2017 and has held it in 8 quarters since.
RWA Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $2.38M in Q3 2022.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.