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Anderson Hoagland & Co’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Anderson Hoagland & Co’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 		$5.5M Sell
51,678
-449
-0.9% -$47.8K 0.43% 59
2026
Q1 		$5.55M Buy
52,127
+572
+1% +$61.2K 0.48% 57
2025
Q4 		$5.5M Buy
51,555
+3,593
+7% +$383K 0.47% 61
2025
Q3 		$5.12M Buy
47,962
+271
+0.6% +$28.9K 0.46% 60
2025
Q2 		$5.07M Sell
47,691
-2,555
-5% -$270K 0.48% 54
2025
Q1 		$5.26M Sell
50,246
-6,585
-12% -$696K 0.62% 45
2024
Q4 		$6M Buy
56,831
+40,538
+249% +$4.28M 0.62% 45
2024
Q3 		$1.73M Sell
16,293
-1,086
-6% -$115K 0.18% 102
2024
Q2 		$1.82M Sell
17,379
-764
-4% -$79.8K 0.19% 100
2024
Q1 		$1.89M Buy
18,143
+307
+2% +$32.2K 0.21% 97
2023
Q4 		$1.87M Buy
17,836
+9,782
+121% +$1.02M 0.23% 92
2023
Q3 		$828K Buy
8,054
+2,894
+56% +$300K 0.11% 100
2023
Q2 		$537K Sell
5,160
-8,776
-63% -$913K 0.07% 105
2023
Q1 		$1.46M Sell
13,936
-1,077
-7% -$112K 0.21% 93
2022
Q4 		$1.58M Sell
15,013
-7,640
-34% -$791K 0.23% 91
2022
Q3 		$2.33M Sell
22,653
-21,775
-49% -$2.27M 0.37% 73
2022
Q2 		$4.65M Sell
44,428
-8,629
-16% -$898K 0.7% 41
2022
Q1 		$5.55M Buy
53,057
+1,648
+3% +$174K 0.71% 41
2021
Q4 		$5.47M Buy
51,409
+178
+0.3% +$19.1K 0.72% 43
2021
Q3 		$5.51M Sell
51,231
-3,083
-6% -$333K 0.7% 37
2021
Q2 		$5.86M Buy
54,314
+40
+0.1% +$4.31K 0.74% 36
2021
Q1 		$5.85M Sell
54,274
-2,209
-4% -$238K 0.83% 36
2020
Q4 		$6.11M Buy
+56,483
New +$6.1M 0.97% 29

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

Anderson Hoagland & Co's SUB Position: Q2 2026 in Review

Anderson Hoagland & Co reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.86% in Q2 2026, selling an estimated $47.8K and leaving 51,678 shares worth $5.5M. The position accounts for 0.43% of the portfolio, ranked #59.

Anderson Hoagland & Co first reported a position in SUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.11M in Q4 2020. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Anderson Hoagland & Co held 51,678 shares of iShares Short-Term National Muni Bond ETF worth $5.5M as of Q2 2026.
  • Anderson Hoagland & Co sold 449 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $47.8K.
  • iShares Short-Term National Muni Bond ETF made up 0.43% of Anderson Hoagland & Co's portfolio in Q2 2026, its #59 holding.
  • Anderson Hoagland & Co first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Anderson Hoagland & Co's iShares Short-Term National Muni Bond ETF position peaked at $6.11M in Q4 2020.
  • 909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.