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

Sagespring 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 Q1	$595K	Sell	5,591 -13,819	-71%	-$1.48M	0.01%	452
2025 Q4	$2.07M	Sell	19,410 -1,991	-9%	-$212K	0.04%	184
2025 Q3	$2.29M	Sell	21,401 -521	-2%	-$55.6K	0.04%	167
2025 Q2	$2.33M	Buy	21,922 +2,529	+13%	+$267K	0.05%	160
2025 Q1	$2.05M	Sell	19,393 -23,369	-55%	-$2.47M	0.05%	151
2024 Q4	$4.51M	Buy	+42,762	New	+$4.52M	0.12%	84

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Sagespring Wealth Partners's SUB Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 71% in Q1 2026, selling an estimated $1.48M and leaving 5,591 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #452.

Sagespring Wealth Partners first reported a position in SUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.51M in Q4 2024. 884 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Sagespring Wealth Partners held 5,591 shares of iShares Short-Term National Muni Bond ETF worth $595K as of Q1 2026.
Sagespring Wealth Partners sold 13,819 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $1.48M.
iShares Short-Term National Muni Bond ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #452 holding.
Sagespring Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $4.51M in Q4 2024.
884 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.