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

Signal Tree 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	$3.53M	Sell	33,165 -274	-0.8%	-$29.2K	2.34%	11
2026 Q1	$3.56M	Sell	33,439 -1,035	-3%	-$111K	2.69%	11
2025 Q4	$3.68M	Buy	34,474 +492	+1%	+$52.4K	2.8%	10
2025 Q3	$3.62M	Buy	33,982 +1,070	+3%	+$114K	2.87%	10
2025 Q2	$3.5M	Buy	32,912 +6,128	+23%	+$647K	3.01%	9
2025 Q1	$2.83M	Sell	26,784 -439	-2%	-$46.4K	2.84%	13
2024 Q4	$2.87M	Buy	+27,223	New	+$2.88M	3.37%	10

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

Signal Tree Financial Partners's SUB Position: Q2 2026 in Review

Signal Tree Financial Partners reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.82% in Q2 2026, selling an estimated $29.2K and leaving 33,165 shares worth $3.53M. The position accounts for 2.34% of the portfolio, ranked #11.

Signal Tree Financial Partners first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.68M in Q4 2025. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Signal Tree Financial Partners held 33,165 shares of iShares Short-Term National Muni Bond ETF worth $3.53M as of Q2 2026.
Signal Tree Financial Partners sold 274 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $29.2K.
iShares Short-Term National Muni Bond ETF made up 2.34% of Signal Tree Financial Partners's portfolio in Q2 2026, its #11 holding.
Signal Tree Financial Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Signal Tree Financial Partners's iShares Short-Term National Muni Bond ETF position peaked at $3.68M in Q4 2025.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Signal Tree Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.