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

AmeriFlex Group’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 		$231K Buy
+2,166
New +$231K 0.09% 194
2025
Q3 		– Sell
-1,040
Closed -$111K – 1345
2025
Q2 		$111K Buy
+1,040
New +$110K 0.06% 247

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

AmeriFlex Group's SUB Position: Q2 2026 in Review

AmeriFlex Group opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 2,166 shares worth $231K. The stake represents 0.09% of the portfolio and ranks #194 among its holdings. This is a return to the name: AmeriFlex Group previously reported a position in SUB as recently as Q2 2025.

AmeriFlex Group first reported a position in SUB in Q2 2025 and has held it in 2 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • AmeriFlex Group held 2,166 shares of iShares Short-Term National Muni Bond ETF worth $231K as of Q2 2026.
  • iShares Short-Term National Muni Bond ETF was a new AmeriFlex Group position in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.09% of AmeriFlex Group's portfolio in Q2 2026, its #194 holding.
  • AmeriFlex Group first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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