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

Wise Wealth Partners’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	$321K	Buy	3,013 +19	+0.6%	+$2.02K	0.55%	32
2026 Q1	$319K	Buy	2,994 +13	+0.4%	+$1.39K	0.43%	46
2025 Q4	$318K	Buy	2,981 +25	+0.8%	+$2.66K	0.46%	44
2025 Q3	$316K	Buy	2,956 +18	+0.6%	+$1.92K	0.48%	45
2025 Q2	$312K	Buy	2,938 +16	+0.5%	+$1.69K	0.52%	45
2025 Q1	$309K	Buy	2,922 +12	+0.4%	+$1.27K	0.74%	34
2024 Q4	$307K	Buy	+2,910	New	+$307K	0.76%	31

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

Wise Wealth Partners's SUB Position: Q2 2026 in Review

Wise Wealth Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.63% in Q2 2026, buying an estimated $2.02K and bringing the position to 3,013 shares worth $321K. The position accounts for 0.55% of the portfolio, ranked #32.

Wise Wealth Partners first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Wise Wealth Partners held 3,013 shares of iShares Short-Term National Muni Bond ETF worth $321K as of Q2 2026.
Wise Wealth Partners bought 19 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $2.02K.
iShares Short-Term National Muni Bond ETF made up 0.55% of Wise Wealth Partners's portfolio in Q2 2026, its #32 holding.
Wise Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Wise Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.