True Link Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

True Link Financial Advisors’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	$1.44M	Buy	13,535 +65	+0.5%	+$6.96K	0.09%	25
2025 Q4	$1.44M	Hold	13,470	–	–	0.09%	33
2025 Q3	$1.44M	Hold	13,470	–	–	0.09%	32
2025 Q2	$1.43M	Buy	13,470 +340	+3%	+$35.9K	0.1%	31
2025 Q1	$1.39M	Buy	13,130 +700	+6%	+$74K	0.1%	29
2024 Q4	$1.31M	Hold	12,430	–	–	0.11%	22
2024 Q3	$1.32M	Hold	12,430	–	–	0.11%	23
2024 Q2	$1.3M	Buy	12,430 +330	+3%	+$34.5K	0.12%	23
2024 Q1	$1.27M	Buy	+12,100	New	+$1.27M	0.12%	25

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

True Link Financial Advisors's SUB Position: Q1 2026 in Review

True Link Financial Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.48% in Q1 2026, buying an estimated $6.96K and bringing the position to 13,535 shares worth $1.44M. The position accounts for 0.09% of the portfolio, ranked #25.

True Link Financial Advisors first reported a position in SUB in Q1 2024 and has held it in 9 quarters since. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

True Link Financial Advisors held 13,535 shares of iShares Short-Term National Muni Bond ETF worth $1.44M as of Q1 2026.
True Link Financial Advisors bought 65 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $6.96K.
iShares Short-Term National Muni Bond ETF made up 0.09% of True Link Financial Advisors's portfolio in Q1 2026, its #25 holding.
True Link Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.