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

Summit 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	$541K	Buy	5,078 +479	+10%	+$51K	0.08%	169
2026 Q1	$490K	Buy	4,599 +637	+16%	+$68.2K	0.08%	164
2025 Q4	$423K	Buy	3,962 +13	+0.3%	+$1.39K	0.08%	138
2025 Q3	$422K	Buy	3,949 +525	+15%	+$56.1K	0.08%	147
2025 Q2	$364K	Buy	3,424 +9	+0.3%	+$951	0.07%	159
2025 Q1	$361K	Buy	3,415 +6	+0.2%	+$634	0.07%	155
2024 Q4	$360K	Buy	3,409 +11	+0.3%	+$1.16K	0.07%	148
2024 Q3	$361K	Buy	3,398 +14	+0.4%	+$1.48K	0.07%	174
2024 Q2	$354K	Buy	3,384 +18	+0.5%	+$1.88K	0.07%	161
2024 Q1	$353K	Sell	3,366 -180	-5%	-$18.9K	0.08%	157
2023 Q4	$374K	Sell	3,546 -2,570	-42%	-$267K	0.09%	141
2023 Q3	$629K	Sell	6,116 -842	-12%	-$87.3K	0.16%	89
2023 Q2	$724K	Buy	6,958 +28	+0.4%	+$2.91K	0.18%	84
2023 Q1	$725K	Buy	6,930 +20	+0.3%	+$2.09K	0.19%	86
2022 Q4	$721K	Sell	6,910 -1,060	-13%	-$110K	0.19%	78
2022 Q3	$818K	Buy	7,970 +18	+0.2%	+$1.88K	0.23%	65
2022 Q2	$832K	Buy	+7,952	New	+$827K	0.22%	61

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

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

Summit Wealth Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 10% in Q2 2026, buying an estimated $51K and bringing the position to 5,078 shares worth $541K. The position accounts for 0.08% of the portfolio, ranked #169.

Summit Wealth Partners first reported a position in SUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $832K in Q2 2022. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Summit Wealth Partners held 5,078 shares of iShares Short-Term National Muni Bond ETF worth $541K as of Q2 2026.
Summit Wealth Partners bought 479 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $51K.
iShares Short-Term National Muni Bond ETF made up 0.08% of Summit Wealth Partners's portfolio in Q2 2026, its #169 holding.
Summit Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
Summit Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $832K in Q2 2022.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.