Sequent Planning’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Sequent Planning’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	$279K	Buy	+2,618	New	+$280K	0.07%	194

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

Sequent Planning's SUB Position: Q1 2026 in Review

Sequent Planning opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026: 2,618 shares worth $279K. The stake represents 0.07% of the portfolio and ranks #194 among its holdings.

883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Sequent Planning held 2,618 shares of iShares Short-Term National Muni Bond ETF worth $279K as of Q1 2026.
iShares Short-Term National Muni Bond ETF was a new Sequent Planning position in Q1 2026.
iShares Short-Term National Muni Bond ETF made up 0.07% of Sequent Planning's portfolio in Q1 2026, its #194 holding.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.