White & Co Financial Planning’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

White & Co Financial Planning’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	$256K	Buy	2,406 +22	+0.9%	+$2.34K	0.16%	19
2026 Q1	$254K	Buy	2,384 +107	+5%	+$11.5K	0.18%	18
2025 Q4	$243K	Hold	2,277	–	–	0.18%	18
2025 Q3	$243K	Buy	2,277 +18	+0.8%	+$1.92K	0.18%	18
2025 Q2	$240K	Sell	2,259 -52	-2%	-$5.49K	0.19%	18
2025 Q1	$244K	Hold	2,311	–	–	0.21%	18
2024 Q4	$244K	Buy	+2,311	New	+$244K	0.21%	18

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

White & Co Financial Planning's SUB Position: Q2 2026 in Review

White & Co Financial Planning increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.92% in Q2 2026, buying an estimated $2.34K and bringing the position to 2,406 shares worth $256K. The position accounts for 0.16% of the portfolio, ranked #19.

White & Co Financial Planning first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

White & Co Financial Planning held 2,406 shares of iShares Short-Term National Muni Bond ETF worth $256K as of Q2 2026.
White & Co Financial Planning bought 22 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $2.34K.
iShares Short-Term National Muni Bond ETF made up 0.16% of White & Co Financial Planning's portfolio in Q2 2026, its #19 holding.
White & Co Financial Planning first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on White & Co Financial Planning's 13F filing for Q2 2026, filed 16 Jul 2026.