Accredited Investor Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Accredited Investor Services’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 Q1	$1.79M	Sell	16,847 -379	-2%	-$40.6K	1.15%	9
2025 Q4	$1.84M	Sell	17,226 -13	-0.1%	-$1.39K	1.22%	9
2025 Q3	$1.84M	Hold	17,239	–	–	1.27%	8
2025 Q2	$1.83M	Sell	17,239 -447	-3%	-$47.2K	1.39%	7
2025 Q1	$1.87M	Buy	+17,686	New	+$1.87M	1.56%	7

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Accredited Investor Services's SUB Position: Q1 2026 in Review

Accredited Investor Services reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.2% in Q1 2026, selling an estimated $40.6K and leaving 16,847 shares worth $1.79M. The position accounts for 1.15% of the portfolio, ranked #9.

Accredited Investor Services first reported a position in SUB in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.87M in Q1 2025. 884 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Accredited Investor Services held 16,847 shares of iShares Short-Term National Muni Bond ETF worth $1.79M as of Q1 2026.
Accredited Investor Services sold 379 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $40.6K.
iShares Short-Term National Muni Bond ETF made up 1.15% of Accredited Investor Services's portfolio in Q1 2026, its #9 holding.
Accredited Investor Services first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
Accredited Investor Services's iShares Short-Term National Muni Bond ETF position peaked at $1.87M in Q1 2025.
884 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Accredited Investor Services's 13F filing for Q1 2026, filed 21 Apr 2026.