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

Sentinel 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	$4.73M	Sell	44,449 -1,010	-2%	-$108K	3.34%	11
2026 Q1	$4.84M	Sell	45,459 -461	-1%	-$49.3K	3.87%	10
2025 Q4	$4.9M	Sell	45,920 -276	-0.6%	-$29.4K	4.06%	9
2025 Q3	$4.93M	Sell	46,196 -5,114	-10%	-$546K	4.28%	8
2025 Q2	$5.46M	Buy	+51,310	New	+$5.42M	5.13%	7

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

Sentinel Wealth Management's SUB Position: Q2 2026 in Review

Sentinel Wealth Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.2% in Q2 2026, selling an estimated $108K and leaving 44,449 shares worth $4.73M. The position accounts for 3.34% of the portfolio, ranked #11.

Sentinel Wealth Management first reported a position in SUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.46M in Q2 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Sentinel Wealth Management held 44,449 shares of iShares Short-Term National Muni Bond ETF worth $4.73M as of Q2 2026.
Sentinel Wealth Management sold 1,010 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $108K.
iShares Short-Term National Muni Bond ETF made up 3.34% of Sentinel Wealth Management's portfolio in Q2 2026, its #11 holding.
Sentinel Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
Sentinel Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $5.46M in Q2 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Sentinel Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.