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Vision Retirement’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Vision Retirement’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 		$81.1K Hold
762
– – 0.02% 187
2026
Q1 		$81.2K Sell
762
-990
-57% -$106K 0.02% 177
2025
Q4 		$187K Buy
+1,752
New +$187K 0.05% 129

Other funds holding SUB

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vision Retirement's SUB Position: Q2 2026 in Review

Vision Retirement held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 762 shares worth $81.1K. The position accounts for 0.02% of the portfolio, ranked #187.

Vision Retirement first reported a position in SUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $187K in Q4 2025. 885 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Vision Retirement held 762 shares of iShares Short-Term National Muni Bond ETF worth $81.1K as of Q2 2026.
  • Vision Retirement left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.02% of Vision Retirement's portfolio in Q2 2026, its #187 holding.
  • Vision Retirement first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares Short-Term National Muni Bond ETF position peaked at $187K in Q4 2025.
  • 885 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.