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

Spire Wealth Management’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	$494K	Sell	4,641 -58	-1%	-$6.17K	0.01%	552
2026 Q1	$500K	Sell	4,699 -828	-15%	-$88.6K	0.02%	542
2025 Q4	$590K	Sell	5,527 -21,369	-79%	-$2.28M	0.02%	504
2025 Q3	$2.87M	Sell	26,896 -776	-3%	-$82.9K	0.1%	177
2025 Q2	$2.94M	Sell	27,672 -9,101	-25%	-$961K	0.11%	161
2025 Q1	$3.88M	Buy	36,773 +798	+2%	+$84.4K	0.12%	150
2024 Q4	$3.79M	Buy	35,975 +682	+2%	+$72K	0.12%	154
2024 Q3	$3.75M	Sell	35,293 -1,873	-5%	-$198K	0.13%	141
2024 Q2	$3.89M	Sell	37,166 -3,110	-8%	-$325K	0.14%	152
2024 Q1	$4.22M	Buy	40,276 +675	+2%	+$70.9K	0.08%	181
2023 Q4	$4.15M	Buy	39,601 +502	+1%	+$52.2K	0.14%	167
2023 Q3	$4.02M	Sell	39,099 -946	-2%	-$98.1K	0.15%	144
2023 Q2	$4.17M	Sell	40,045 -310	-0.8%	-$32.3K	0.15%	128
2023 Q1	$4.22M	Buy	40,355 +12,958	+47%	+$1.35M	0.16%	124
2022 Q4	$2.86M	Sell	27,397 -2,385	-8%	-$247K	0.16%	129
2022 Q3	$3.06M	Sell	29,782 -14,217	-32%	-$1.48M	0.19%	112
2022 Q2	$4.61M	Sell	43,999 -19,415	-31%	-$2.02M	0.19%	126
2022 Q1	$6.63M	Sell	63,414 -1,968	-3%	-$208K	0.18%	132
2021 Q4	$7.02M	Buy	65,382 +973	+2%	+$104K	0.16%	148
2021 Q3	$6.93M	Buy	64,409 +76	+0.1%	+$8.2K	0.18%	133
2021 Q2	$6.94M	Sell	64,333 -7,020	-10%	-$757K	0.19%	135
2021 Q1	$7.69M	Buy	+71,353	New	+$7.7M	0.2%	121

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

Spire Wealth Management's SUB Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.2% in Q2 2026, selling an estimated $6.17K and leaving 4,641 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #552.

Spire Wealth Management first reported a position in SUB in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.69M in Q1 2021. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Spire Wealth Management held 4,641 shares of iShares Short-Term National Muni Bond ETF worth $494K as of Q2 2026.
Spire Wealth Management sold 58 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $6.17K.
iShares Short-Term National Muni Bond ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #552 holding.
Spire Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $7.69M in Q1 2021.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.