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

Alhambra 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 		$3.81M Buy
35,827
+406
+1% +$43.2K 1.66% 17
2026
Q1 		$3.77M Buy
35,421
+630
+2% +$67.4K 1.74% 17
2025
Q4 		$3.71M Buy
34,791
+3,384
+11% +$361K 1.73% 17
2025
Q3 		$3.35M Buy
31,407
+821
+3% +$87.7K 1.59% 19
2025
Q2 		$3.25M Buy
30,586
+785
+3% +$82.9K 1.61% 18
2025
Q1 		$3.15M Sell
29,801
-11,405
-28% -$1.21M 1.62% 15
2024
Q4 		$4.35M Sell
41,206
-1,472
-3% -$155K 2.23% 10
2024
Q3 		$4.53M Sell
42,678
-2,377
-5% -$251K 2.35% 10
2024
Q2 		$4.71M Sell
45,055
-2,914
-6% -$304K 2.58% 8
2024
Q1 		$5.02M Buy
47,969
+31,257
+187% +$3.28M 2.75% 6
2023
Q4 		$1.76M Buy
16,712
+664
+4% +$69.1K 1.05% 24
2023
Q3 		$1.65M Sell
16,048
-618
-4% -$64.1K 1.09% 22
2023
Q2 		$1.73M Sell
16,666
-410
-2% -$42.7K 1.14% 21
2023
Q1 		$1.79M Buy
17,076
+933
+6% +$97.4K 1.23% 19
2022
Q4 		$1.68M Buy
16,143
+9,511
+143% +$984K 1.23% 22
2022
Q3 		$681K Sell
6,632
-2,178
-25% -$227K 0.52% 57
2022
Q2 		$922K Sell
8,810
-6,051
-41% -$630K 0.67% 38
2022
Q1 		$1.55M Buy
14,861
+972
+7% +$103K 1.03% 22
2021
Q4 		$1.49M Buy
13,889
+3,373
+32% +$362K 1.04% 26
2021
Q3 		$1.13M Buy
10,516
+4,992
+90% +$538K 0.86% 31
2021
Q2 		$596K Buy
+5,524
New +$596K 0.45% 70

Other funds holding SUB

HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

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

Alhambra Investment Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.1% in Q2 2026, buying an estimated $43.2K and bringing the position to 35,827 shares worth $3.81M. The position accounts for 1.66% of the portfolio, ranked #17.

Alhambra Investment Management first reported a position in SUB in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.02M in Q1 2024. 463 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Alhambra Investment Management held 35,827 shares of iShares Short-Term National Muni Bond ETF worth $3.81M as of Q2 2026.
  • Alhambra Investment Management bought 406 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $43.2K.
  • iShares Short-Term National Muni Bond ETF made up 1.66% of Alhambra Investment Management's portfolio in Q2 2026, its #17 holding.
  • Alhambra Investment Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Alhambra Investment Management's iShares Short-Term National Muni Bond ETF position peaked at $5.02M in Q1 2024.
  • 463 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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