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

Strategic Wealth 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	$1.11M	Sell	10,444 -1,490	-12%	-$159K	0.07%	144
2026 Q1	$1.27M	Sell	11,934 -514	-4%	-$55K	0.09%	130
2025 Q4	$1.33M	Sell	12,448 -37	-0.3%	-$3.94K	0.09%	130
2025 Q3	$1.33M	Sell	12,485 -172	-1%	-$18.4K	0.1%	138
2025 Q2	$1.35M	Buy	+12,657	New	+$1.34M	0.11%	124
2024 Q4	$1.12M	Buy	10,601 +724	+7%	+$76.5K	0.09%	139
2024 Q3	$1.05M	Sell	9,877 -1,040	-10%	-$110K	0.1%	140
2024 Q2	$1.14M	Buy	10,917 +301	+3%	+$31.4K	0.12%	124
2024 Q1	$1.11M	Buy	10,616 +579	+6%	+$60.8K	0.12%	122
2023 Q4	$1.06M	Sell	10,037 -231	-2%	-$24K	0.13%	124
2023 Q3	$1.06M	Sell	10,268 -4,084	-28%	-$424K	0.14%	151
2023 Q2	$1.49M	Sell	14,352 -1,141	-7%	-$119K	0.19%	128
2023 Q1	$1.62M	Buy	15,493 +1,240	+9%	+$129K	0.25%	105
2022 Q4	$1.49M	Buy	14,253 +4,345	+44%	+$450K	0.28%	98
2022 Q3	$1.02M	Buy	9,908 +1,746	+21%	+$182K	0.22%	121
2022 Q2	$854K	Sell	8,162 -2,567	-24%	-$267K	0.18%	126
2022 Q1	$1.12M	Buy	10,729 +4,619	+76%	+$489K	0.22%	125
2021 Q4	$656K	Buy	6,110 +211	+4%	+$22.7K	0.12%	176
2021 Q3	$635K	Buy	5,899 +3,576	+154%	+$386K	0.19%	148
2021 Q2	$250K	Sell	2,323 -3,054	-57%	-$329K	0.08%	202
2021 Q1	$580K	Buy	5,377 +925	+21%	+$99.8K	0.23%	106
2020 Q4	$481K	Buy	4,452 +928	+26%	+$100K	0.2%	120
2020 Q3	$381K	Buy	3,524 +45	+1%	+$4.87K	0.19%	113
2020 Q2	$375K	Buy	3,479 +1,603	+85%	+$172K	0.19%	108
2020 Q1	$200K	Hold	1,876	–	–	0.1%	134
2019 Q4	$200K	Sell	1,876 -1,071	-36%	-$114K	0.1%	134
2019 Q3	$254K	Buy	2,947 +664	+29%	+$70.9K	1.31%	12
2019 Q2	$243K	Buy	2,283 +988	+76%	+$105K	0.12%	124
2019 Q1	$137K	Buy	1,295 +345	+36%	+$36.4K	0.06%	159
2018 Q4	$100K	Buy	+950	New	+$99.5K	0.05%	175

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

Strategic Wealth Partners's SUB Position: Q2 2026 in Review

Strategic Wealth Partners reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 12% in Q2 2026, selling an estimated $159K and leaving 10,444 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #144.

Strategic Wealth Partners first reported a position in SUB in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.62M in Q1 2023. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Strategic Wealth Partners held 10,444 shares of iShares Short-Term National Muni Bond ETF worth $1.11M as of Q2 2026.
Strategic Wealth Partners sold 1,490 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $159K.
iShares Short-Term National Muni Bond ETF made up 0.07% of Strategic Wealth Partners's portfolio in Q2 2026, its #144 holding.
Strategic Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2018 and has held it in 30 quarters since.
Strategic Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $1.62M in Q1 2023.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.