Ameritas Advisory Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Ameritas Advisory Services’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	$285K	Sell	2,672 -5,927	-69%	-$631K	0.01%	976
2026 Q1	$916K	Sell	8,599 -101	-1%	-$10.8K	0.04%	402
2025 Q4	$928K	Buy	8,700 +8,586	+7,532%	+$915K	0.03%	386
2025 Q3	$12.2K	Sell	114 -952	-89%	-$102K	﹤0.01%	1591
2025 Q2	$113K	Buy	+1,066	New	+$113K	0.01%	942
2024 Q3	–	Sell	-3,859	Closed	-$403K	–	933
2024 Q2	$403K	Sell	3,859 -1,863	-33%	-$195K	0.02%	644
2024 Q1	$598K	Sell	5,722 -6,348	-53%	-$667K	0.02%	502
2023 Q4	$1.27M	Sell	12,070 -8,827	-42%	-$918K	0.07%	242
2023 Q3	$2.15M	Buy	+20,897	New	+$2.17M	0.11%	194
2023 Q2	–	Sell	-2,032	Closed	-$212K	–	2288
2023 Q1	$212K	Sell	2,032 -1,910	-48%	-$199K	0.01%	747
2022 Q4	$411K	Buy	3,942 +1,340	+51%	+$139K	0.02%	596
2022 Q3	$267K	Buy	2,602 +499	+24%	+$52.1K	0.02%	624
2022 Q2	$220K	Buy	2,103 +183	+10%	+$19K	0.01%	725
2022 Q1	$201K	Sell	1,920 -303	-14%	-$32.1K	0.01%	800
2021 Q4	$239K	Buy	+2,223	New	+$239K	0.01%	726

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

Ameritas Advisory Services's SUB Position: Q2 2026 in Review

Ameritas Advisory Services reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 69% in Q2 2026, selling an estimated $631K and leaving 2,672 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #976.

Ameritas Advisory Services first reported a position in SUB in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.15M in Q3 2023. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Ameritas Advisory Services held 2,672 shares of iShares Short-Term National Muni Bond ETF worth $285K as of Q2 2026.
Ameritas Advisory Services sold 5,927 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $631K.
iShares Short-Term National Muni Bond ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #976 holding.
Ameritas Advisory Services first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 15 quarters since.
Ameritas Advisory Services's iShares Short-Term National Muni Bond ETF position peaked at $2.15M in Q3 2023.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.