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 Q2	$5.77M	Buy	54,459 +27,900	+105%	+$2.97M	0.34%	54
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 $1.55T 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

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

Triad Wealth Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 105% in Q2 2026, buying an estimated $2.97M and bringing the position to 54,459 shares worth $5.77M. The position accounts for 0.34% of the portfolio, ranked #54.

Triad Wealth Partners first reported a position in SUB in Q1 2025 and has held it in 6 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Triad Wealth Partners held 54,459 shares of iShares Short-Term National Muni Bond ETF worth $5.77M as of Q2 2026.
Triad Wealth Partners bought 27,900 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $2.97M.
iShares Short-Term National Muni Bond ETF made up 0.34% of Triad Wealth Partners's portfolio in Q2 2026, its #54 holding.
Triad Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.