Traction Financial Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Traction Financial 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	$397K	Sell	3,731 -10	-0.3%	-$1.06K	0.21%	43
2026 Q1	$398K	Hold	3,741	–	–	0.25%	41
2025 Q4	$399K	Sell	3,741 -60	-2%	-$6.39K	0.24%	38
2025 Q3	$406K	Hold	3,801	–	–	0.25%	40
2025 Q2	$404K	Sell	3,801 -50	-1%	-$5.28K	0.27%	43
2025 Q1	$407K	Buy	3,851 +1,922	+100%	+$203K	0.32%	33
2024 Q4	$203K	Buy	+1,929	New	+$204K	0.16%	58

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

Traction Financial Partners's SUB Position: Q2 2026 in Review

Traction Financial Partners reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.27% in Q2 2026, selling an estimated $1.06K and leaving 3,731 shares worth $397K. The position accounts for 0.21% of the portfolio, ranked #43.

Traction Financial Partners first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $407K in Q1 2025. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Traction Financial Partners held 3,731 shares of iShares Short-Term National Muni Bond ETF worth $397K as of Q2 2026.
Traction Financial Partners sold 10 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.06K.
iShares Short-Term National Muni Bond ETF made up 0.21% of Traction Financial Partners's portfolio in Q2 2026, its #43 holding.
Traction Financial Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Traction Financial Partners's iShares Short-Term National Muni Bond ETF position peaked at $407K in Q1 2025.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Traction Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.