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

Wealth Architects’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	$3.79M	Buy	35,616 +1,117	+3%	+$119K	0.3%	53
2026 Q1	$3.67M	Buy	34,499 +748	+2%	+$80.1K	0.33%	50
2025 Q4	$3.6M	Buy	33,751 +3,267	+11%	+$348K	0.32%	50
2025 Q3	$3.26M	Buy	30,484 +1,250	+4%	+$133K	0.31%	52
2025 Q2	$3.11M	Buy	29,234 +810	+3%	+$85.6K	0.32%	50
2025 Q1	$3M	Buy	28,424 +954	+3%	+$101K	0.33%	48
2024 Q4	$2.9M	Buy	27,470 +477	+2%	+$50.4K	0.33%	46
2024 Q3	$2.87M	Sell	26,993 -1,248	-4%	-$132K	0.32%	46
2024 Q2	$2.95M	Buy	28,241 +2,366	+9%	+$247K	0.36%	43
2024 Q1	$2.71M	Buy	25,875 +904	+4%	+$94.9K	0.36%	43
2023 Q4	$2.63M	Sell	24,971 -612	-2%	-$63.7K	0.37%	43
2023 Q3	$2.63M	Buy	25,583 +778	+3%	+$80.7K	0.45%	37
2023 Q2	$2.58M	Buy	24,805 +653	+3%	+$68K	0.43%	39
2023 Q1	$2.53M	Buy	24,152 +1,709	+8%	+$178K	0.45%	35
2022 Q4	$2.34M	Buy	22,443 +15,840	+240%	+$1.64M	0.44%	33
2022 Q3	$678K	Sell	6,603 -503	-7%	-$52.5K	0.14%	67
2022 Q2	$744K	Buy	7,106 +402	+6%	+$41.8K	0.15%	65
2022 Q1	$701K	Sell	6,704 -6	-0.1%	-$635	0.12%	80
2021 Q4	$720K	Buy	6,710 +1,118	+20%	+$120K	0.13%	78
2021 Q3	$602K	Buy	5,592 +1,561	+39%	+$168K	0.12%	80
2021 Q2	$435K	Buy	4,031 +462	+13%	+$49.8K	0.09%	103
2021 Q1	$385K	Buy	3,569 +731	+26%	+$78.9K	0.08%	104
2020 Q4	$307K	Buy	2,838 +546	+24%	+$58.9K	0.07%	112
2020 Q3	$248K	Buy	+2,292	New	+$248K	0.07%	125

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

Wealth Architects's SUB Position: Q2 2026 in Review

Wealth Architects increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 3.2% in Q2 2026, buying an estimated $119K and bringing the position to 35,616 shares worth $3.79M. The position accounts for 0.3% of the portfolio, ranked #53.

Wealth Architects first reported a position in SUB in Q3 2020 and has held it in 24 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Wealth Architects held 35,616 shares of iShares Short-Term National Muni Bond ETF worth $3.79M as of Q2 2026.
Wealth Architects bought 1,117 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $119K.
iShares Short-Term National Muni Bond ETF made up 0.3% of Wealth Architects's portfolio in Q2 2026, its #53 holding.
Wealth Architects first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2020 and has held it in 24 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.