Benjamin Edwards Inc’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Benjamin Edwards Inc’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	$1.35M	Buy	12,621 +2,132	+20%	+$227K	0.01%	703
2026 Q1	$1.12M	Buy	10,489 +156	+2%	+$16.7K	0.01%	719
2025 Q4	$1.1M	Buy	10,333 +1,681	+19%	+$179K	0.01%	676
2025 Q3	$926K	Buy	8,652 +2,071	+31%	+$221K	0.01%	718
2025 Q2	$700K	Buy	6,581 +2,484	+61%	+$262K	0.01%	744
2025 Q1	$433K	Buy	4,097 +409	+11%	+$43.2K	0.01%	831
2024 Q4	$390K	Sell	3,688 -194	-5%	-$20.5K	0.01%	909
2024 Q3	$413K	Buy	+3,882	New	+$410K	0.01%	852

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

Benjamin Edwards Inc's SUB Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 20% in Q2 2026, buying an estimated $227K and bringing the position to 12,621 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #703.

Benjamin Edwards Inc first reported a position in SUB in Q3 2024 and has held it in 8 quarters since. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Benjamin Edwards Inc held 12,621 shares of iShares Short-Term National Muni Bond ETF worth $1.35M as of Q2 2026.
Benjamin Edwards Inc bought 2,132 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $227K.
iShares Short-Term National Muni Bond ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #703 holding.
Benjamin Edwards Inc first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.