Question 1

Does Focus Partners Wealth own SUB stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Focus Partners Wealth holds 751,428 shares of SUB (iShares Trust SHRT Nat Mun ETF), worth $80M.

Question 2

How many shares of SUB does Focus Partners Wealth own?

Accepted Answer

As of its Q2 2026 13F, Focus Partners Wealth holds 751,428 shares of SUB (iShares Trust SHRT Nat Mun ETF).

Question 3

What is Focus Partners Wealth's SUB position worth?

Accepted Answer

As of its Q2 2026 13F, Focus Partners Wealth's SUB position is worth $80M.

Question 4

Is Focus Partners Wealth buying or selling SUB?

Accepted Answer

In Q2 2026, Focus Partners Wealth increased its SUB position by 157,883 shares (+26.6%).

Question 5

When did Focus Partners Wealth first buy SUB?

Accepted Answer

Focus Partners Wealth already held SUB in its Q4 2023 13F, the earliest on record, and has listed it in 11 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	751,428	+26.6%	$80M	0.1%	$106.01	37
2026-Q1	Increased	593,545	+8.4%	$64M	0.1%	$105.37	32
2025-Q4	Increased	547,619	+6.2%	$58.4M	0.1%	$105.12	31
2025-Q3	Decreased	515,800	-0.5%	$55.1M	0.1%	$104.31	0
2025-Q2	Increased	518,520	+1.2%	$55.1M	0.1%	$103.24	35
2025-Q1	Increased	512,287	+51.5%	$54.1M	0.1%	$101.48	49
2024-Q4	Increased	338,190	+46.5%	$35.7M	0.1%	$100.98	40
2024-Q3	Increased	230,916	+15.9%	$24.5M	0.1%	$101.36	33

SUBShowing 8 of 11 quarters

SUB
Showing 8 of 11 quarters