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TruWealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

TruWealth 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 		– Sell
-2,524
Closed -$269K – 190
2025
Q4 		$269K Buy
2,524
+2
+0.1% +$213 0.01% 152
2025
Q3 		$269K Buy
2,522
+65
+3% +$6.94K 0.01% 154
2025
Q2 		$261K Sell
2,457
-1
-0% -$106 0.01% 152
2025
Q1 		$260K Sell
2,458
-411
-14% -$43.4K 0.02% 136
2024
Q4 		$303K Sell
2,869
-202
-7% -$21.3K 0.02% 126
2024
Q3 		$326K Sell
3,071
-788
-20% -$83.1K 0.02% 121
2024
Q2 		$403K Sell
3,859
-299
-7% -$31.2K 0.03% 113
2024
Q1 		$435K Sell
4,158
-1,018
-20% -$107K 0.03% 108
2023
Q4 		$546K Sell
5,176
-26,539
-84% -$2.76M 0.04% 91
2023
Q3 		$3.26M Buy
31,715
+3,073
+11% +$319K 0.28% 56
2023
Q2 		$2.98M Sell
28,642
-39,902
-58% -$4.15M 0.26% 60
2023
Q1 		$7.18M Buy
68,544
+4,240
+7% +$443K 0.66% 43
2022
Q4 		$6.71M Buy
64,304
+21,865
+52% +$2.26M 0.65% 42
2022
Q3 		$4.36M Buy
42,439
+1,883
+5% +$197K 0.46% 45
2022
Q2 		$4.25M Buy
+40,556
New +$4.22M 0.45% 40

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

TruWealth Advisors's SUB Position: Q1 2026 in Review

TruWealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026, closing a stake of 2,524 shares — an estimated $269K sold.

TruWealth Advisors first reported a position in SUB in Q2 2022 and held it in 15 quarters. The position peaked at $7.18M in Q1 2023. 887 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • TruWealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • TruWealth Advisors sold 2,524 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $269K.
  • TruWealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and held it in 15 quarters.
  • TruWealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $7.18M in Q1 2023.
  • 887 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.