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Stonebridge Financial Group, LLC/CA’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$601K Buy
+5,650
New +$601K 0.08% 150

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Bank of New York Mellon
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UBS Group
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Creative Planning
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's SUB Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 5,650 shares worth $601K. The stake represents 0.08% of the portfolio and ranks #150 among its holdings.

816 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 5,650 shares of iShares Short-Term National Muni Bond ETF worth $601K as of Q2 2026.
  • iShares Short-Term National Muni Bond ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.08% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #150 holding.
  • 816 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.