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

Stone Summit 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 Q1	$2.75M	Buy	25,865 +544	+2%	+$58.2K	0.77%	40
2025 Q4	$2.7M	Buy	25,321 +1,339	+6%	+$143K	0.73%	42
2025 Q3	$2.56M	Sell	23,982 -42	-0.2%	-$4.49K	0.73%	43
2025 Q2	$2.55M	Buy	24,024 +451	+2%	+$47.6K	0.79%	45
2025 Q1	$2.49M	Buy	23,573 +236	+1%	+$24.9K	0.84%	40
2024 Q4	$2.46M	Buy	23,337 +1,867	+9%	+$197K	0.83%	41
2024 Q3	$2.28M	Buy	21,470 +197	+0.9%	+$20.8K	0.74%	46
2024 Q2	$2.22M	Sell	21,273 -2,301	-10%	-$240K	0.8%	40
2024 Q1	$2.47M	Buy	23,574 +2,527	+12%	+$265K	0.86%	41
2023 Q4	$2.22M	Buy	21,047 +4,304	+26%	+$448K	0.85%	42
2023 Q3	$1.72M	Sell	16,743 -232	-1%	-$24.1K	0.74%	47
2023 Q2	$1.77M	Buy	16,975 +1,853	+12%	+$193K	0.73%	46
2023 Q1	$1.58M	Buy	15,122 +2,126	+16%	+$222K	0.7%	50
2022 Q4	$1.36M	Buy	12,996 +6,759	+108%	+$700K	0.66%	51
2022 Q3	$640K	Buy	6,237 +1,585	+34%	+$165K	0.39%	70
2022 Q2	$487K	Sell	4,652 -3,218	-41%	-$335K	0.29%	84
2022 Q1	$824K	Sell	7,870 -1,984	-20%	-$210K	0.46%	63
2021 Q4	$1.06M	Buy	+9,854	New	+$1.06M	0.86%	44

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Stone Summit Wealth's SUB Position: Q1 2026 in Review

Stone Summit Wealth increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.1% in Q1 2026, buying an estimated $58.2K and bringing the position to 25,865 shares worth $2.75M. The position accounts for 0.77% of the portfolio, ranked #40.

Stone Summit Wealth first reported a position in SUB in Q4 2021 and has held it in 18 quarters since. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Stone Summit Wealth held 25,865 shares of iShares Short-Term National Muni Bond ETF worth $2.75M as of Q1 2026.
Stone Summit Wealth bought 544 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $58.2K.
iShares Short-Term National Muni Bond ETF made up 0.77% of Stone Summit Wealth's portfolio in Q1 2026, its #40 holding.
Stone Summit Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.