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

SteelPeak 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 		$1.98M Sell
18,632
-2,414
-11% -$257K 0.05% 234
2026
Q1 		$2.24M Sell
21,046
-228
-1% -$24.4K 0.07% 208
2025
Q4 		$2.27M Sell
21,274
-341
-2% -$36.3K 0.07% 186
2025
Q3 		$2.31M Sell
21,615
-4,865
-18% -$519K 0.08% 192
2025
Q2 		$2.82M Sell
26,480
-1,370
-5% -$145K 0.11% 138
2025
Q1 		$2.94M Buy
27,850
+904
+3% +$95.6K 0.12% 134
2024
Q4 		$2.84M Sell
26,946
-103
-0.4% -$10.9K 0.12% 138
2024
Q3 		$2.87M Sell
27,049
-1,152
-4% -$122K 0.13% 129
2024
Q2 		$2.95M Sell
28,201
-4,143
-13% -$433K 0.14% 120
2024
Q1 		$3.39M Sell
32,344
-14,786
-31% -$1.55M 0.17% 107
2023
Q4 		$4.97M Buy
47,130
+45,030
+2,144% +$4.68M 0.29% 83
2023
Q3 		$216K Sell
2,100
-350
-14% -$36.3K 0.01% 373
2023
Q2 		$255K Hold
2,450
– – 0.02% 361
2023
Q1 		$256K Sell
2,450
-18,291
-88% -$1.91M 0.02% 326
2022
Q4 		$2.16M Sell
20,741
-4,377
-17% -$453K 0.16% 108
2022
Q3 		$2.58M Sell
25,118
-7,805
-24% -$815K 0.19% 94
2022
Q2 		$3.45M Buy
32,923
+545
+2% +$56.7K 0.25% 79
2022
Q1 		$3.39M Buy
32,378
+5,173
+19% +$547K 0.19% 93
2021
Q4 		$2.92M Buy
27,205
+1,286
+5% +$138K 0.17% 100
2021
Q3 		$2.79M Buy
25,919
+440
+2% +$47.5K 0.18% 92
2021
Q2 		$2.75M Buy
25,479
+354
+1% +$38.2K 0.19% 98
2021
Q1 		$2.71M Sell
25,125
-728
-3% -$78.6K 0.21% 89
2020
Q4 		$2.79M Buy
25,853
+878
+4% +$94.7K 0.25% 83
2020
Q3 		$2.7M Buy
24,975
+3,806
+18% +$411K 0.29% 77
2020
Q2 		$2.28M Buy
21,169
+6,022
+40% +$645K 0.29% 78
2020
Q1 		$1.61M Buy
15,147
+871
+6% +$92.6K 0.25% 85
2019
Q4 		$1.52M Buy
+14,276
New +$1.52M 0.21% 96

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

SteelPeak Wealth's SUB Position: Q2 2026 in Review

SteelPeak Wealth reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 11% in Q2 2026, selling an estimated $257K and leaving 18,632 shares worth $1.98M. The position accounts for 0.05% of the portfolio, ranked #234.

SteelPeak Wealth first reported a position in SUB in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.97M in Q4 2023. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • SteelPeak Wealth held 18,632 shares of iShares Short-Term National Muni Bond ETF worth $1.98M as of Q2 2026.
  • SteelPeak Wealth sold 2,414 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $257K.
  • iShares Short-Term National Muni Bond ETF made up 0.05% of SteelPeak Wealth's portfolio in Q2 2026, its #234 holding.
  • SteelPeak Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's iShares Short-Term National Muni Bond ETF position peaked at $4.97M in Q4 2023.
  • 909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.