XY Planning Network’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

XY Planning Network’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	$1.35M	Buy	12,703 +4,806	+61%	+$512K	0.17%	117
2026 Q1	$840K	Buy	7,897 +4,831	+158%	+$517K	0.13%	143
2025 Q4	$327K	Sell	3,066 -90	-3%	-$9.59K	0.06%	204
2025 Q3	$336K	Hold	3,156	–	–	0.11%	132
2025 Q2	$336K	Sell	3,156 -116	-4%	-$12.3K	0.11%	132
2025 Q1	$345K	Sell	3,272 -450	-12%	-$47.6K	0.23%	75
2024 Q4	$393K	Buy	+3,722	New	+$393K	0.29%	63

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

XY Planning Network's SUB Position: Q2 2026 in Review

XY Planning Network increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 61% in Q2 2026, buying an estimated $512K and bringing the position to 12,703 shares worth $1.35M. The position accounts for 0.17% of the portfolio, ranked #117.

XY Planning Network 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.

XY Planning Network held 12,703 shares of iShares Short-Term National Muni Bond ETF worth $1.35M as of Q2 2026.
XY Planning Network bought 4,806 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $512K.
iShares Short-Term National Muni Bond ETF made up 0.17% of XY Planning Network's portfolio in Q2 2026, its #117 holding.
XY Planning Network 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 XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.