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

Wealth Effects’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	$339K	Buy	3,181 +1	+0%	+$106	0.09%	174
2026 Q1	$339K	Buy	3,180 +888	+39%	+$95K	0.12%	143
2025 Q4	$245K	Sell	2,292 -951	-29%	-$101K	0.08%	180
2025 Q3	$346K	Buy	3,243 +806	+33%	+$86.1K	0.11%	141
2025 Q2	$259K	Sell	2,437 -225	-8%	-$23.8K	0.1%	170
2025 Q1	$281K	Hold	2,662	–	–	0.12%	145
2024 Q4	$281K	Buy	+2,662	New	+$281K	0.1%	163

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 Effects's SUB Position: Q2 2026 in Review

Wealth Effects increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.03% in Q2 2026, buying an estimated $106 and bringing the position to 3,181 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #174.

Wealth Effects first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $346K in Q3 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Wealth Effects held 3,181 shares of iShares Short-Term National Muni Bond ETF worth $339K as of Q2 2026.
Wealth Effects bought 1 iShares Short-Term National Muni Bond ETF share in Q2 2026, an estimated $106.
iShares Short-Term National Muni Bond ETF made up 0.09% of Wealth Effects's portfolio in Q2 2026, its #174 holding.
Wealth Effects first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Wealth Effects's iShares Short-Term National Muni Bond ETF position peaked at $346K in Q3 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.