Ackerman Capital Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Ackerman Capital 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	$6.82M	Sell	64,033 -2,586	-4%	-$275K	1.37%	21
2026 Q1	$7.09M	Buy	66,619 +4,535	+7%	+$485K	1.45%	19
2025 Q4	$6.62M	Sell	62,084 -1,536	-2%	-$164K	1.33%	22
2025 Q3	$6.79M	Sell	63,620 -2,444	-4%	-$261K	1.42%	19
2025 Q2	$7.03M	Sell	66,064 -41,052	-38%	-$4.34M	1.63%	14
2025 Q1	$11.3M	Sell	107,116 -689	-0.6%	-$72.8K	2.99%	10
2024 Q4	$11.4M	Sell	107,805 -4,102	-4%	-$433K	2.98%	8
2024 Q3	$11.9M	Sell	111,907 -567	-0.5%	-$59.8K	3.07%	9
2024 Q2	$11.8M	Sell	112,474 -35,602	-24%	-$3.72M	3.12%	7
2024 Q1	$15.5M	Sell	148,076 -89	-0.1%	-$9.35K	4.28%	6
2023 Q4	$15.6M	Buy	148,165 +130,642	+746%	+$13.6M	4.38%	5
2023 Q3	$1.8M	Buy	17,523 +991	+6%	+$103K	0.5%	32
2023 Q2	$1.72M	Sell	16,532 -42	-0.3%	-$4.37K	0.45%	33
2023 Q1	$1.73M	Hold	16,574	–	–	0.45%	31
2022 Q4	$1.73M	Buy	+16,574	New	+$1.72M	0.46%	32
2022 Q2	–	Sell	-121,627	Closed	-$12.7M	–	126
2022 Q1	$12.7M	Buy	121,627 +79,208	+187%	+$8.38M	3%	11
2021 Q4	$4.55M	Sell	42,419 -2,683	-6%	-$288K	1.05%	23
2021 Q3	$4.85M	Buy	45,102 +748	+2%	+$80.7K	1.11%	21
2021 Q2	$4.78M	Sell	44,354 -861	-2%	-$92.8K	1.12%	21
2021 Q1	$4.88M	Buy	+45,215	New	+$4.88M	1.18%	21

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

Ackerman Capital Advisors's SUB Position: Q2 2026 in Review

Ackerman Capital Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 3.9% in Q2 2026, selling an estimated $275K and leaving 64,033 shares worth $6.82M. The position accounts for 1.37% of the portfolio, ranked #21.

Ackerman Capital Advisors first reported a position in SUB in Q1 2021 and has held it in 20 quarters since. The position peaked at $15.6M in Q4 2023. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Ackerman Capital Advisors held 64,033 shares of iShares Short-Term National Muni Bond ETF worth $6.82M as of Q2 2026.
Ackerman Capital Advisors sold 2,586 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $275K.
iShares Short-Term National Muni Bond ETF made up 1.37% of Ackerman Capital Advisors's portfolio in Q2 2026, its #21 holding.
Ackerman Capital Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2021 and has held it in 20 quarters since.
Ackerman Capital Advisors's iShares Short-Term National Muni Bond ETF position peaked at $15.6M in Q4 2023.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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