Ally Invest Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Ally Invest 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	$2.8M	Buy	26,271 +1,805	+7%	+$192K	0.17%	30
2026 Q1	$2.61M	Buy	24,466 +1,219	+5%	+$130K	0.18%	29
2025 Q4	$2.48M	Buy	23,247 +1,804	+8%	+$192K	0.17%	29
2025 Q3	$2.29M	Buy	21,443 +2,320	+12%	+$248K	0.16%	29
2025 Q2	$2.03M	Buy	19,123 +1,331	+7%	+$141K	0.16%	29
2025 Q1	$1.88M	Buy	17,792 +776	+5%	+$82K	0.16%	30
2024 Q4	$1.79M	Buy	17,016 +4,087	+32%	+$432K	0.16%	30
2024 Q3	$1.37M	Buy	12,929 +720	+6%	+$76K	0.12%	30
2024 Q2	$1.28M	Buy	12,209 +1,469	+14%	+$153K	0.12%	31
2024 Q1	$1.12M	Buy	10,740 +893	+9%	+$93.8K	0.11%	32
2023 Q4	$1.04M	Buy	9,847 +1,375	+16%	+$143K	0.11%	32
2023 Q3	$871K	Buy	8,472 +1,871	+28%	+$194K	0.1%	30
2023 Q2	$687K	Buy	6,601 +2,081	+46%	+$217K	0.08%	28
2023 Q1	$473K	Buy	4,520 +1,932	+75%	+$202K	0.06%	29
2022 Q4	$270K	Buy	+2,588	New	+$268K	0.03%	34

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

Ally Invest Advisors's SUB Position: Q2 2026 in Review

Ally Invest Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 7.4% in Q2 2026, buying an estimated $192K and bringing the position to 26,271 shares worth $2.8M. The position accounts for 0.17% of the portfolio, ranked #30.

Ally Invest Advisors first reported a position in SUB in Q4 2022 and has held it in 15 quarters since. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Ally Invest Advisors held 26,271 shares of iShares Short-Term National Muni Bond ETF worth $2.8M as of Q2 2026.
Ally Invest Advisors bought 1,805 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $192K.
iShares Short-Term National Muni Bond ETF made up 0.17% of Ally Invest Advisors's portfolio in Q2 2026, its #30 holding.
Ally Invest Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Ally Invest Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.