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

Activest 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	–	Sell	-3	Closed	-$320	–	1488
2026 Q1	$320	Buy	+3	New	+$321	﹤0.01%	1105
2024 Q4	–	Sell	-4	Closed	-$422	–	931
2024 Q3	$438	Hold	4	–	–	﹤0.01%	491
2024 Q2	$429	Hold	4	–	–	﹤0.01%	465
2024 Q1	$428	Hold	4	–	–	﹤0.01%	349
2023 Q4	$429	Hold	4	–	–	﹤0.01%	305
2023 Q3	$416	Buy	+4	New	+$415	﹤0.01%	321

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

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

Activest Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026, closing a stake of 3 shares — an estimated $320 sold.

Activest Wealth Management first reported a position in SUB in Q3 2023 and held it in 6 quarters. The position peaked at $438 in Q3 2024. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Activest Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Activest Wealth Management sold 3 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $320.
Activest Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2023 and held it in 6 quarters.
Activest Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $438 in Q3 2024.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.