AIFAIM
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American Institute for Advanced Investment Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

American Institute for Advanced 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 		$389K Hold
3,650
– – 0.22% 112
2026
Q1 		$389K Buy
3,650
+350
+11% +$37.5K 0.25% 102
2025
Q4 		$352K Buy
+3,300
New +$352K 0.23% 106

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LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return
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

American Institute for Advanced Investment Management's SUB Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 3,650 shares worth $389K. The position accounts for 0.22% of the portfolio, ranked #112.

American Institute for Advanced Investment Management first reported a position in SUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $389K in Q1 2026. 670 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • American Institute for Advanced Investment Management held 3,650 shares of iShares Short-Term National Muni Bond ETF worth $389K as of Q2 2026.
  • American Institute for Advanced Investment Management left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.22% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #112 holding.
  • American Institute for Advanced Investment Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • American Institute for Advanced Investment Management's iShares Short-Term National Muni Bond ETF position peaked at $389K in Q1 2026.
  • 670 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.