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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Strategic Wealth Partners's SUB Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 4.1% in Q1 2026, selling an estimated $55K and leaving 11,934 shares worth $1.27M. The position accounts for 0.09% of the portfolio, ranked #130.

Strategic Wealth Partners first reported a position in SUB in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.62M in Q1 2023. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • Strategic Wealth Partners held 11,934 shares of iShares Short-Term National Muni Bond ETF worth $1.27M as of Q1 2026.
  • Strategic Wealth Partners sold 514 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $55K.
  • iShares Short-Term National Muni Bond ETF made up 0.09% of Strategic Wealth Partners's portfolio in Q1 2026, its #130 holding.
  • Strategic Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • Strategic Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $1.62M in Q1 2023.
  • 883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.