Armor Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Armor Investment Advisors’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 Q1	$373K	Sell	3,504 -111	-3%	-$11.9K	0.13%	78
2025 Q4	$386K	Sell	3,615 -759	-17%	-$80.9K	0.14%	71
2025 Q3	$467K	Buy	4,374 +254	+6%	+$27.1K	0.15%	70
2025 Q2	$438K	Buy	4,120 +476	+13%	+$50.3K	0.17%	74
2025 Q1	$385K	Buy	3,644 +187	+5%	+$19.8K	0.16%	72
2024 Q4	$365K	Sell	3,457 -2,948	-46%	-$311K	0.15%	78
2024 Q3	$680K	Sell	6,405 -392	-6%	-$41.4K	0.28%	60
2024 Q2	$711K	Sell	6,797 -399	-6%	-$41.7K	0.33%	58
2024 Q1	$754K	Sell	7,196 -317	-4%	-$33.3K	0.36%	62
2023 Q4	$792K	Buy	7,513 +1,622	+28%	+$169K	0.42%	56
2023 Q3	$606K	Buy	5,891 +528	+10%	+$54.8K	0.36%	62
2023 Q2	$558K	Sell	5,363 -865	-14%	-$90K	0.34%	67
2023 Q1	$652K	Sell	6,228 -628	-9%	-$65.6K	0.37%	65
2022 Q4	$715K	Sell	6,856 -195	-3%	-$20.2K	0.43%	60
2022 Q3	$724K	Sell	7,051 -495	-7%	-$51.7K	0.49%	53
2022 Q2	$790K	Sell	7,546 -301	-4%	-$31.3K	0.51%	50
2022 Q1	$821K	Sell	7,847 -1,657	-17%	-$175K	0.46%	56
2021 Q4	$1.02M	Sell	9,504 -1,049	-10%	-$113K	0.58%	50
2021 Q3	$1.14M	Sell	10,553 -2,820	-21%	-$304K	0.71%	39
2021 Q2	$1.44M	Buy	13,373 +794	+6%	+$85.6K	0.87%	35
2021 Q1	$1.36M	Buy	12,579 +792	+7%	+$85.5K	0.88%	36
2020 Q4	$1.27M	Sell	11,787 -684	-5%	-$73.8K	0.9%	37
2020 Q3	$1.35M	Sell	12,471 -470	-4%	-$50.8K	1.16%	32
2020 Q2	$1.4M	Buy	12,941 +790	+7%	+$84.6K	1.21%	29
2020 Q1	$1.29M	Buy	12,151 +8,623	+244%	+$917K	1.32%	24
2019 Q4	$377K	Buy	3,528 +3,483	+7,740%	+$371K	0.29%	74
2019 Q3	$5K	Hold	45	–	–	﹤0.01%	139
2019 Q2	$5K	Hold	45	–	–	﹤0.01%	141
2019 Q1	$5K	Buy	+45	New	+$4.75K	﹤0.01%	145

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Armor Investment Advisors's SUB Position: Q1 2026 in Review

Armor Investment Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 3.1% in Q1 2026, selling an estimated $11.9K and leaving 3,504 shares worth $373K. The position accounts for 0.13% of the portfolio, ranked #78.

Armor Investment Advisors first reported a position in SUB in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.44M in Q2 2021. 884 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Armor Investment Advisors held 3,504 shares of iShares Short-Term National Muni Bond ETF worth $373K as of Q1 2026.
Armor Investment Advisors sold 111 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $11.9K.
iShares Short-Term National Muni Bond ETF made up 0.13% of Armor Investment Advisors's portfolio in Q1 2026, its #78 holding.
Armor Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2019 and has held it in 29 quarters since.
Armor Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.44M in Q2 2021.
884 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Armor Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.