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

SoFi Wealth’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	$2.33K	Sell	22 -8	-27%	-$852	﹤0.01%	48
2026 Q1	$3.18K	Sell	30 -1,111	-97%	-$119K	﹤0.01%	47
2025 Q4	$122K	Buy	1,141 +266	+30%	+$28.3K	0.01%	37
2025 Q3	$93.4K	Sell	875 -12,784	-94%	-$1.37M	0.01%	38
2025 Q2	$1.45M	Buy	13,659 +2,150	+19%	+$227K	0.09%	28
2025 Q1	$1.22M	Buy	11,509 +10,458	+995%	+$1.11M	0.09%	21
2024 Q4	$111K	Buy	+1,051	New	+$111K	0.01%	31

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

SoFi Wealth's SUB Position: Q2 2026 in Review

SoFi Wealth reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 27% in Q2 2026, selling an estimated $852 and leaving 22 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #48.

SoFi Wealth first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q2 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

SoFi Wealth held 22 shares of iShares Short-Term National Muni Bond ETF worth $2.33K as of Q2 2026.
SoFi Wealth sold 8 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $852.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of SoFi Wealth's portfolio in Q2 2026, its #48 holding.
SoFi Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
SoFi Wealth's iShares Short-Term National Muni Bond ETF position peaked at $1.45M in Q2 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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