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

Triad 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	$2.83M	Buy	26,559 +4,729	+22%	+$506K	0.22%	83
2025 Q4	$2.33M	Buy	21,830 +13,905	+175%	+$1.48M	0.22%	80
2025 Q3	$846K	Buy	7,925 +1,969	+33%	+$210K	0.11%	137
2025 Q2	$633K	Buy	5,956 +2,198	+58%	+$232K	0.13%	124
2025 Q1	$397K	Buy	+3,758	New	+$397K	0.12%	124

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Triad Wealth Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 22% in Q1 2026, buying an estimated $506K and bringing the position to 26,559 shares worth $2.83M. The position accounts for 0.22% of the portfolio, ranked #83.

Triad Wealth Partners first reported a position in SUB in Q1 2025 and has held it in 5 quarters since. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Triad Wealth Partners held 26,559 shares of iShares Short-Term National Muni Bond ETF worth $2.83M as of Q1 2026.
Triad Wealth Partners bought 4,729 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $506K.
iShares Short-Term National Muni Bond ETF made up 0.22% of Triad Wealth Partners's portfolio in Q1 2026, its #83 holding.
Triad Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.