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

Wealth Dimensions Group’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	-2,035	Closed	-$217K	–	177
2025 Q4	$217K	Hold	2,035	–	–	0.04%	158
2025 Q3	$217K	Hold	2,035	–	–	0.04%	168
2025 Q2	$216K	Hold	2,035	–	–	0.05%	159
2025 Q1	$215K	Hold	2,035	–	–	0.05%	153
2024 Q4	$215K	Hold	2,035	–	–	0.05%	148
2024 Q3	$216K	Hold	2,035	–	–	0.05%	143
2024 Q2	$213K	Hold	2,035	–	–	0.06%	136
2024 Q1	$213K	Hold	2,035	–	–	0.06%	134
2023 Q4	$215K	Hold	2,035	–	–	0.07%	128
2023 Q3	$209K	Sell	2,035 -943	-32%	-$97.8K	0.08%	126
2023 Q2	$310K	Buy	2,978 +623	+26%	+$64.8K	0.11%	107
2023 Q1	$247K	Hold	2,355	–	–	0.1%	115
2022 Q4	$246K	Hold	2,355	–	–	0.1%	114
2022 Q3	$242K	Hold	2,355	–	–	0.12%	105
2022 Q2	$246K	Hold	2,355	–	–	0.12%	107
2022 Q1	$246K	Hold	2,355	–	–	0.11%	120
2021 Q4	$253K	Hold	2,355	–	–	0.12%	118
2021 Q3	$253K	Sell	2,355 -150	-6%	-$16.2K	0.16%	106
2021 Q2	$270K	Hold	2,505	–	–	0.18%	100
2021 Q1	$270K	Hold	2,505	–	–	0.21%	94
2020 Q4	$271K	Buy	+2,505	New	+$270K	0.23%	85

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 Dimensions Group's SUB Position: Q1 2026 in Review

Wealth Dimensions Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026, closing a stake of 2,035 shares — an estimated $217K sold.

Wealth Dimensions Group first reported a position in SUB in Q4 2020 and held it in 21 quarters. The position peaked at $310K in Q2 2023. 889 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Wealth Dimensions Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Wealth Dimensions Group sold 2,035 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $217K.
Wealth Dimensions Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and held it in 21 quarters.
Wealth Dimensions Group's iShares Short-Term National Muni Bond ETF position peaked at $310K in Q2 2023.
889 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.