1620 Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

1620 Investment Advisors’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	$1.74M	Buy	16,314 +115	+0.7%	+$12.2K	1.08%	17
2026 Q1	$1.73M	Sell	16,199 -644	-4%	-$68.9K	1.17%	15
2025 Q4	$1.8M	Sell	16,843 -341	-2%	-$36.3K	1.2%	17
2025 Q3	$1.83M	Sell	17,184 -1,801	-9%	-$192K	1.25%	16
2025 Q2	$2.02M	Buy	18,985 +100	+0.5%	+$10.6K	1.43%	12
2025 Q1	$1.99M	Sell	18,885 -375	-2%	-$39.6K	1.53%	12
2024 Q4	$2.03M	Sell	19,260 -816	-4%	-$86.2K	1.54%	12
2024 Q3	$2.13M	Sell	20,076 -2,375	-11%	-$251K	1.54%	10
2024 Q2	$2.35M	Buy	22,451 +1,719	+8%	+$180K	1.8%	8
2024 Q1	$2.17M	Buy	20,732 +148	+0.7%	+$15.5K	2.18%	7
2023 Q4	$2.17M	Buy	20,584 +715	+4%	+$74.4K	2.37%	5
2023 Q3	$2.04M	Sell	19,869 -1,313	-6%	-$136K	2.31%	5
2023 Q2	$2.2M	Buy	21,182 +462	+2%	+$48.1K	2.39%	6
2023 Q1	$2.17M	Buy	20,720 +3,038	+17%	+$317K	2.62%	5
2022 Q4	$1.84M	Buy	17,682 +6,790	+62%	+$703K	2.23%	7
2022 Q3	$1.12M	Buy	10,892 +1,530	+16%	+$160K	1.65%	10
2022 Q2	$980K	Buy	9,362 +1,897	+25%	+$197K	1.35%	18
2022 Q1	$802K	Hold	7,465	–	–	0.87%	36
2021 Q4	$802K	Buy	+7,465	New	+$802K	0.9%	36

Other funds holding SUB

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

1620 Investment Advisors's SUB Position: Q2 2026 in Review

1620 Investment Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.71% in Q2 2026, buying an estimated $12.2K and bringing the position to 16,314 shares worth $1.74M. The position accounts for 1.08% of the portfolio, ranked #17.

1620 Investment Advisors first reported a position in SUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.35M in Q2 2024. 377 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

1620 Investment Advisors held 16,314 shares of iShares Short-Term National Muni Bond ETF worth $1.74M as of Q2 2026.
1620 Investment Advisors bought 115 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $12.2K.
iShares Short-Term National Muni Bond ETF made up 1.08% of 1620 Investment Advisors's portfolio in Q2 2026, its #17 holding.
1620 Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
1620 Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $2.35M in Q2 2024.
377 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.