Question 1

How many shares of SUB does Focus Partners Wealth own?

Accepted Answer

As of 2026-Q2, Focus Partners Wealth holds 751,428 shares of SUB (ISHARES SHORT-TERM NATIONAL).

Question 2

What is Focus Partners Wealth's SUB position worth?

Accepted Answer

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

Question 3

Is Focus Partners Wealth buying or selling SUB?

Accepted Answer

In 2026-Q2, Focus Partners Wealth increased their SUB position (+26.6% change in shares).

Question 4

When did Focus Partners Wealth first buy SUB?

Accepted Answer

Based on available 13F filings, Focus Partners Wealth first reported a position in SUB in 2024-Q3. They have held the position across 11 quarters.

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	Decreased	512,287	-24.3%	$54.1M	0.1%	$101.93	0
2024-Q4	Increased	676,380	+192.9%	$71.3M	0.1%	$101.43	48
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