Belpointe Asset Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Belpointe Asset 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	$1.29M	Buy	+12,162	New	+$1.29M	0.04%	412
2025 Q2	–	Sell	-3,558	Closed	-$376K	–	1021
2025 Q1	$376K	Buy	+3,558	New	+$376K	0.02%	645
2023 Q4	–	Sell	-3,835	Closed	-$394K	–	763
2023 Q3	$394K	Sell	3,835 -921	-19%	-$95.5K	0.04%	401
2023 Q2	$495K	Sell	4,756 -3,400	-42%	-$354K	0.05%	313
2023 Q1	$854K	Sell	8,156 -2,092	-20%	-$218K	0.05%	377
2022 Q4	$1.07M	Buy	10,248 +1,399	+16%	+$145K	0.06%	302
2022 Q3	$908K	Buy	8,849 +6,694	+311%	+$699K	0.06%	322
2022 Q2	$226K	Buy	+2,155	New	+$224K	0.02%	781
2022 Q1	–	Sell	-950	Closed	-$102K	–	1303
2021 Q4	$102K	Sell	950 -882	-48%	-$94.7K	0.01%	1184
2021 Q3	$197K	Buy	+1,832	New	+$198K	0.01%	861

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

Belpointe Asset Management's SUB Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 12,162 shares worth $1.29M. The stake represents 0.04% of the portfolio and ranks #412 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in SUB as recently as Q1 2025.

Belpointe Asset Management first reported a position in SUB in Q3 2021 and has held it in 10 quarters since. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Belpointe Asset Management held 12,162 shares of iShares Short-Term National Muni Bond ETF worth $1.29M as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new Belpointe Asset Management position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #412 holding.
Belpointe Asset Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2021 and has held it in 10 quarters since.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.