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Summit Wealth Group (Colorado)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Summit Wealth Group (Colorado)’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 		$268K Buy
2,515
+11
+0.4% +$1.17K 0.02% 324
2026
Q1 		$267K Buy
+2,504
New +$268K 0.03% 279

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

Summit Wealth Group (Colorado)'s SUB Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.44% in Q2 2026, buying an estimated $1.17K and bringing the position to 2,515 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #324.

Summit Wealth Group (Colorado) first reported a position in SUB in Q1 2026 and has held it in 2 quarters since. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,515 shares of iShares Short-Term National Muni Bond ETF worth $268K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 11 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.17K.
  • iShares Short-Term National Muni Bond ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #324 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.