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

Bigelow 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 Q2	–	Sell	-1,931	Closed	-$206K	–	162
2026 Q1	$206K	Buy	+1,931	New	+$207K	0.08%	152
2022 Q4	–	Sell	-2,123	Closed	-$218K	–	148
2022 Q3	$218K	Sell	2,123 -166	-7%	-$17.3K	0.13%	133
2022 Q2	$240K	Sell	2,289 -278	-11%	-$28.9K	0.13%	129
2022 Q1	$269K	Sell	2,567 -281	-10%	-$29.7K	0.13%	131
2021 Q4	$306K	Buy	2,848 +213	+8%	+$22.9K	0.14%	120
2021 Q3	$283K	Buy	+2,635	New	+$284K	0.14%	122

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

Bigelow Investment Advisors's SUB Position: Q2 2026 in Review

Bigelow Investment Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026, closing a stake of 1,931 shares — an estimated $206K sold.

Bigelow Investment Advisors first reported a position in SUB in Q3 2021 and held it in 6 quarters. The position peaked at $306K in Q4 2021. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Bigelow Investment Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Bigelow Investment Advisors sold 1,931 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $206K.
Bigelow Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2021 and held it in 6 quarters.
Bigelow Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $306K in Q4 2021.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.