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

Alongside’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 		$363K Buy
+3,411
New +$363K 0.07% 125
2025
Q4 		$344K Buy
+3,225
New +$344K 0.11% 60

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Alongside's SUB Position: Q2 2026 in Review

Alongside opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 3,411 shares worth $363K. The stake represents 0.07% of the portfolio and ranks #125 among its holdings. This is a return to the name: Alongside previously reported a position in SUB as recently as Q4 2025.

Alongside first reported a position in SUB in Q4 2025 and has held it in 2 quarters since. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Alongside held 3,411 shares of iShares Short-Term National Muni Bond ETF worth $363K as of Q2 2026.
  • iShares Short-Term National Muni Bond ETF was a new Alongside position in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.07% of Alongside's portfolio in Q2 2026, its #125 holding.
  • Alongside first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Alongside's 13F filing for Q2 2026, filed 14 Aug 2026.