Advyzon Investment Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Advyzon Investment 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	$877K	Buy	8,237 +1,144	+16%	+$122K	0.06%	288
2026 Q1	$755K	Buy	7,093 +1,388	+24%	+$149K	0.07%	282
2025 Q4	$609K	Buy	5,705 +299	+6%	+$31.9K	0.07%	271
2025 Q3	$577K	Buy	+5,406	New	+$577K	0.1%	200
2025 Q2	–	Sell	-2,554	Closed	-$270K	–	394
2025 Q1	$270K	Buy	2,554 +14	+0.6%	+$1.48K	0.1%	205
2024 Q4	$268K	Buy	+2,540	New	+$268K	0.1%	181

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

Advyzon Investment Management's SUB Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 16% in Q2 2026, buying an estimated $122K and bringing the position to 8,237 shares worth $877K. The position accounts for 0.06% of the portfolio, ranked #288.

Advyzon Investment Management first reported a position in SUB in Q4 2024 and has held it in 6 quarters since. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Advyzon Investment Management held 8,237 shares of iShares Short-Term National Muni Bond ETF worth $877K as of Q2 2026.
Advyzon Investment Management bought 1,144 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $122K.
iShares Short-Term National Muni Bond ETF made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #288 holding.
Advyzon Investment Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.