Signature Equity Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Signature Equity 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	$39.9K	Hold	375	–	–	0.02%	477
2026 Q1	$39.9K	Buy	375 +20	+6%	+$2.14K	0.02%	468
2025 Q4	$37.9K	Buy	+355	New	+$37.8K	0.02%	472

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

Signature Equity Partners's SUB Position: Q2 2026 in Review

Signature Equity Partners held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 375 shares worth $39.9K. The position accounts for 0.02% of the portfolio, ranked #477.

Signature Equity Partners first reported a position in SUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $39.9K in Q1 2026. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Signature Equity Partners held 375 shares of iShares Short-Term National Muni Bond ETF worth $39.9K as of Q2 2026.
Signature Equity Partners left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.02% of Signature Equity Partners's portfolio in Q2 2026, its #477 holding.
Signature Equity Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
Signature Equity Partners's iShares Short-Term National Muni Bond ETF position peaked at $39.9K in Q1 2026.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.