Advisornet Financial’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Advisornet Financial’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	$27.3K	Hold	256	–	–	﹤0.01%	1300
2026 Q1	$27.3K	Hold	256	–	–	﹤0.01%	1252
2025 Q4	$27.3K	Sell	256 -67	-21%	-$7.14K	﹤0.01%	1240
2025 Q3	$34.5K	Sell	323 -159	-33%	-$17K	﹤0.01%	1143
2025 Q2	$51.3K	Hold	482	–	–	﹤0.01%	987
2025 Q1	$50.9K	Buy	482 +67	+16%	+$7.08K	﹤0.01%	933
2024 Q4	$43.8K	Buy	+415	New	+$43.8K	﹤0.01%	919
2024 Q1	–	Sell	-10	Closed	-$1.08K	–	2474
2023 Q4	$1.08K	Sell	10 -1	-9%	-$104	﹤0.01%	1862
2023 Q3	$1.1K	Sell	11 -1,247	-99%	-$129K	﹤0.01%	1778
2023 Q2	$131K	Sell	1,258 -1,345	-52%	-$140K	0.01%	576
2023 Q1	$273K	Buy	2,603 +147	+6%	+$15.3K	0.02%	413
2022 Q4	$256K	Sell	2,456 -4,624	-65%	-$479K	0.03%	422
2022 Q3	$727K	Buy	7,080 +7,047	+21,355%	+$736K	0.07%	258
2022 Q2	$3K	Hold	33	–	–	﹤0.01%	1647
2022 Q1	$3K	Sell	33 -325	-91%	-$34.4K	﹤0.01%	1746
2021 Q4	$38K	Hold	358	–	–	﹤0.01%	1108
2021 Q3	$39K	Hold	358	–	–	﹤0.01%	1077
2021 Q2	$39K	Hold	358	–	–	﹤0.01%	1061
2021 Q1	$39K	Buy	358 +33	+10%	+$3.56K	﹤0.01%	1015
2020 Q4	$35K	Hold	325	–	–	﹤0.01%	979
2020 Q3	$35K	Sell	325 -209	-39%	-$22.6K	﹤0.01%	944
2020 Q2	$58K	Sell	534 -291	-35%	-$31.2K	﹤0.01%	818
2020 Q1	$88K	Buy	+825	New	+$87.7K	0.01%	648

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

Advisornet Financial's SUB Position: Q2 2026 in Review

Advisornet Financial held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 256 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Advisornet Financial first reported a position in SUB in Q1 2020 and has held it in 23 quarters since. The position peaked at $727K in Q3 2022. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Advisornet Financial held 256 shares of iShares Short-Term National Muni Bond ETF worth $27.3K as of Q2 2026.
Advisornet Financial left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1300 holding.
Advisornet Financial first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2020 and has held it in 23 quarters since.
Advisornet Financial's iShares Short-Term National Muni Bond ETF position peaked at $727K in Q3 2022.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.