1834 Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

1834 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	$376K	Sell	3,530 -101	-3%	-$10.8K	0.04%	186
2026 Q1	$387K	Buy	+3,631	New	+$389K	0.05%	173
2025 Q4	–	Sell	-2,880	Closed	-$308K	–	212
2025 Q3	$308K	Sell	2,880 -830	-22%	-$88.6K	0.04%	190
2025 Q2	$395K	Buy	3,710 +553	+18%	+$58.4K	0.05%	175
2025 Q1	$333K	Buy	3,157 +1,186	+60%	+$125K	0.04%	178
2024 Q4	$208K	Buy	+1,971	New	+$208K	0.03%	207
2024 Q1	–	Sell	-1,914	Closed	-$202K	–	228
2023 Q4	$202K	Buy	+1,914	New	+$199K	0.02%	224
2018 Q2	–	Sell	-500	Closed	-$52K	–	463
2018 Q1	$52K	Hold	500	–	–	0.01%	272
2017 Q4	$52K	Buy	+500	New	+$52.7K	0.01%	286
2016 Q2	–	Sell	-2,000	Closed	-$212K	–	176
2016 Q1	$212K	Sell	2,000 -300	-13%	-$31.9K	0.05%	159
2015 Q4	$244K	Sell	2,300 -225	-9%	-$23.8K	0.06%	160
2015 Q3	$267K	Buy	+2,525	New	+$267K	0.07%	168

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

1834 Investment Advisors's SUB Position: Q2 2026 in Review

1834 Investment Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.8% in Q2 2026, selling an estimated $10.8K and leaving 3,530 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #186.

1834 Investment Advisors first reported a position in SUB in Q3 2015 and has held it in 12 quarters since. The position peaked at $395K in Q2 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

1834 Investment Advisors held 3,530 shares of iShares Short-Term National Muni Bond ETF worth $376K as of Q2 2026.
1834 Investment Advisors sold 101 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $10.8K.
iShares Short-Term National Muni Bond ETF made up 0.04% of 1834 Investment Advisors's portfolio in Q2 2026, its #186 holding.
1834 Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2015 and has held it in 12 quarters since.
1834 Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $395K in Q2 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.