Atlantic Edge Private Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Atlantic Edge Private Wealth 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	$138K	Hold	1,300	–	–	0.03%	167
2026 Q1	$138K	Hold	1,300	–	–	0.03%	157
2025 Q4	$139K	Hold	1,300	–	–	0.03%	155
2025 Q3	$139K	Hold	1,300	–	–	0.04%	157
2025 Q2	$138K	Hold	1,300	–	–	0.04%	150
2025 Q1	$137K	Hold	1,300	–	–	0.04%	142
2024 Q4	$137K	Hold	1,300	–	–	0.04%	146
2024 Q3	$138K	Hold	1,300	–	–	0.04%	144
2024 Q2	$136K	Hold	1,300	–	–	0.05%	143
2024 Q1	$136K	Hold	1,300	–	–	0.05%	145
2023 Q4	$137K	Buy	+1,300	New	+$135K	0.06%	140

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

Atlantic Edge Private Wealth Management's SUB Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 1,300 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #167.

Atlantic Edge Private Wealth Management first reported a position in SUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $139K in Q3 2025. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Atlantic Edge Private Wealth Management held 1,300 shares of iShares Short-Term National Muni Bond ETF worth $138K as of Q2 2026.
Atlantic Edge Private Wealth 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 0.03% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #167 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $139K in Q3 2025.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.