White Lighthouse Investment Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

White Lighthouse Investment Management’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	$1.54M	Buy	14,500 +1,864	+15%	+$198K	0.19%	65
2026 Q1	$1.35M	Hold	12,636	–	–	0.19%	68
2025 Q4	$1.35M	Hold	12,636	–	–	0.19%	66
2025 Q3	$1.35M	Hold	12,636	–	–	0.21%	62
2025 Q2	$1.34M	Buy	12,636 +136	+1%	+$14.4K	0.22%	62
2025 Q1	$1.32M	Hold	12,500	–	–	0.24%	57
2024 Q4	$1.32M	Hold	12,500	–	–	0.23%	59
2024 Q3	$1.33M	Buy	12,500 +3,000	+32%	+$317K	0.24%	63
2024 Q2	$993K	Hold	9,500	–	–	0.19%	66
2024 Q1	$995K	Hold	9,500	–	–	0.2%	64
2023 Q4	$1M	Hold	9,500	–	–	0.22%	63
2023 Q3	$977K	Hold	9,500	–	–	0.24%	63
2023 Q2	$988K	Hold	9,500	–	–	0.24%	62
2023 Q1	$994K	Hold	9,500	–	–	0.25%	60
2022 Q4	$991K	Hold	9,500	–	–	0.27%	59
2022 Q3	$975K	Hold	9,500	–	–	0.28%	55
2022 Q2	$994K	Hold	9,500	–	–	0.28%	57
2022 Q1	$994K	Hold	9,500	–	–	0.25%	60
2021 Q4	$1.02M	Hold	9,500	–	–	0.25%	58
2021 Q3	$1.02M	Hold	9,500	–	–	0.27%	58
2021 Q2	$1.02M	Hold	9,500	–	–	0.28%	58
2021 Q1	$1.02M	Hold	9,500	–	–	0.31%	58
2020 Q4	$1.03M	Hold	9,500	–	–	0.33%	58
2020 Q3	$1.03M	Hold	9,500	–	–	0.36%	54
2020 Q2	$1.02M	Hold	9,500	–	–	0.38%	52
2020 Q1	$1.01M	Hold	9,500	–	–	0.42%	51
2019 Q4	$1.01M	Hold	9,500	–	–	0.37%	52
2019 Q3	$1.01M	Hold	9,500	–	–	0.41%	50
2019 Q2	$1.01M	Hold	9,500	–	–	0.42%	51
2019 Q1	$1.01M	Hold	9,500	–	–	0.46%	48
2018 Q4	$1M	Hold	9,500	–	–	0.55%	45
2018 Q3	$995K	Hold	9,500	–	–	0.51%	48
2018 Q2	$998K	Sell	9,500 -200	-2%	-$20.9K	0.55%	44
2018 Q1	$1.02M	Hold	9,700	–	–	0.58%	43
2017 Q4	$1.02M	Buy	+9,700	New	+$1.02M	0.58%	44

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 Lighthouse Investment Management's SUB Position: Q2 2026 in Review

White Lighthouse Investment Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 15% in Q2 2026, buying an estimated $198K and bringing the position to 14,500 shares worth $1.54M. The position accounts for 0.19% of the portfolio, ranked #65.

White Lighthouse Investment Management first reported a position in SUB in Q4 2017 and has held it in 35 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

White Lighthouse Investment Management held 14,500 shares of iShares Short-Term National Muni Bond ETF worth $1.54M as of Q2 2026.
White Lighthouse Investment Management bought 1,864 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $198K.
iShares Short-Term National Muni Bond ETF made up 0.19% of White Lighthouse Investment Management's portfolio in Q2 2026, its #65 holding.
White Lighthouse Investment Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2017 and has held it in 35 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.