Single Point Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Single Point 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	$6.65M	Sell	62,504 -674	-1%	-$71.7K	1.17%	17
2026 Q1	$6.73M	Buy	63,178 +1,759	+3%	+$188K	1.34%	16
2025 Q4	$6.55M	Buy	61,419 +564	+0.9%	+$60.1K	1.3%	16
2025 Q3	$6.5M	Buy	60,855 +7,552	+14%	+$806K	1.32%	15
2025 Q2	$5.67M	Sell	53,303 -1,813	-3%	-$192K	1.24%	16
2025 Q1	$5.82M	Sell	55,116 -8,671	-14%	-$917K	1.37%	15
2024 Q4	$6.73M	Buy	+63,787	New	+$6.74M	1.55%	14
2024 Q2	–	Sell	-54,419	Closed	-$5.7M	–	68
2024 Q1	$5.7M	Buy	54,419 +3,101	+6%	+$326K	1.32%	15
2023 Q4	$5.41M	Sell	51,318 -13,485	-21%	-$1.4M	1.35%	15
2023 Q3	$6.67M	Buy	+64,803	New	+$6.72M	1.75%	13
2023 Q2	–	Sell	-73,627	Closed	-$7.71M	–	146
2023 Q1	$7.71M	Buy	73,627 +11,494	+18%	+$1.2M	1.68%	13
2022 Q4	$6.48M	Buy	62,133 +2,184	+4%	+$226K	1.56%	14
2022 Q3	$6.15M	Sell	59,949 -8,269	-12%	-$863K	1.69%	14
2022 Q2	$7.14M	Buy	68,218 +5,114	+8%	+$532K	1.95%	13
2022 Q1	$6.6M	Buy	63,104 +8,616	+16%	+$912K	1.68%	11
2021 Q4	$5.85M	Buy	+54,488	New	+$5.85M	1.57%	11
2021 Q3	–	Sell	-53,280	Closed	-$5.75M	–	76
2021 Q2	$5.75M	Buy	53,280 +2,450	+5%	+$264K	1.98%	8
2021 Q1	$5.48M	Buy	50,830 +4,574	+10%	+$494K	2%	10
2020 Q4	$5M	Sell	46,256 -353	-0.8%	-$38.1K	2.25%	11
2020 Q3	$5.04M	Buy	46,609 +2,530	+6%	+$274K	2.68%	8
2020 Q2	$4.75M	Buy	44,079 +3,129	+8%	+$335K	2.77%	8
2020 Q1	$4.35M	Buy	40,950 +886	+2%	+$94.2K	3.02%	8
2019 Q4	$4.28M	Buy	+40,064	New	+$4.27M	2.59%	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

Single Point Partners's SUB Position: Q2 2026 in Review

Single Point Partners reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.1% in Q2 2026, selling an estimated $71.7K and leaving 62,504 shares worth $6.65M. The position accounts for 1.17% of the portfolio, ranked #17.

Single Point Partners first reported a position in SUB in Q4 2019 and has held it in 23 quarters since. The position peaked at $7.71M in Q1 2023. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Single Point Partners held 62,504 shares of iShares Short-Term National Muni Bond ETF worth $6.65M as of Q2 2026.
Single Point Partners sold 674 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $71.7K.
iShares Short-Term National Muni Bond ETF made up 1.17% of Single Point Partners's portfolio in Q2 2026, its #17 holding.
Single Point Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and has held it in 23 quarters since.
Single Point Partners's iShares Short-Term National Muni Bond ETF position peaked at $7.71M in Q1 2023.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.