1900 Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

1900 Wealth Management’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	$2.22M	Sell	20,890 -184	-0.9%	-$19.6K	0.12%	81
2026 Q1	$2.24M	Buy	21,074 +1,865	+10%	+$200K	0.14%	72
2025 Q4	$2.05M	Buy	19,209 +14,281	+290%	+$1.52M	0.13%	75
2025 Q3	$526K	Buy	4,928 +3	+0.1%	+$320	0.04%	152
2025 Q2	$524K	Sell	4,925 -590	-11%	-$62.3K	0.04%	138
2025 Q1	$582K	Sell	5,515 -6,065	-52%	-$641K	0.05%	120
2024 Q4	$1.22M	Sell	11,580 -406	-3%	-$42.9K	0.1%	89
2024 Q3	$1.27M	Sell	11,986 -14,119	-54%	-$1.49M	0.11%	83
2024 Q2	$2.73M	Sell	26,105 -285	-1%	-$29.8K	0.26%	62
2024 Q1	$2.76M	Sell	26,390 -8,628	-25%	-$906K	0.25%	68
2023 Q4	$3.69M	Sell	35,018 -19,358	-36%	-$2.01M	0.34%	57
2023 Q3	$5.59M	Sell	54,376 -45,633	-46%	-$4.73M	0.56%	47
2023 Q2	$10.4M	Sell	100,009 -26,538	-21%	-$2.76M	1.07%	22
2023 Q1	$13.2M	Buy	126,547 +6,184	+5%	+$646K	1.42%	20
2022 Q4	$12.6M	Buy	120,363 +26,918	+29%	+$2.79M	1.36%	20
2022 Q3	$9.59M	Sell	93,445 -11,254	-11%	-$1.17M	1.12%	23
2022 Q2	$11M	Sell	104,699 -47,139	-31%	-$4.9M	1.2%	22
2022 Q1	$15.9M	Sell	151,838 -3,084	-2%	-$326K	1.51%	19
2021 Q4	$16.6M	Sell	154,922 -74,642	-33%	-$8.02M	1.5%	14
2021 Q3	$24.7M	Sell	229,564 -20,007	-8%	-$2.16M	2.4%	9
2021 Q2	$26.9M	Sell	249,571 -45,159	-15%	-$4.87M	2.57%	12
2021 Q1	$31.8M	Sell	294,730 -13,576	-4%	-$1.47M	2.4%	8
2020 Q4	$33.3M	Buy	+308,306	New	+$33.3M	3.89%	7

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

1900 Wealth Management's SUB Position: Q2 2026 in Review

1900 Wealth Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.87% in Q2 2026, selling an estimated $19.6K and leaving 20,890 shares worth $2.22M. The position accounts for 0.12% of the portfolio, ranked #81.

1900 Wealth Management first reported a position in SUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $33.3M in Q4 2020. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

1900 Wealth Management held 20,890 shares of iShares Short-Term National Muni Bond ETF worth $2.22M as of Q2 2026.
1900 Wealth Management sold 184 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $19.6K.
iShares Short-Term National Muni Bond ETF made up 0.12% of 1900 Wealth Management's portfolio in Q2 2026, its #81 holding.
1900 Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
1900 Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $33.3M in Q4 2020.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.