Biltmore Family Office’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Biltmore Family Office’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	$498K	Hold	4,680	–	–	0.07%	165
2026 Q1	$498K	Hold	4,680	–	–	0.07%	160
2025 Q4	$499K	Hold	4,680	–	–	0.07%	148
2025 Q3	$500K	Buy	+4,680	New	+$500K	0.07%	141

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

Biltmore Family Office's SUB Position: Q2 2026 in Review

Biltmore Family Office held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 4,680 shares worth $498K. The position accounts for 0.07% of the portfolio, ranked #165.

Biltmore Family Office first reported a position in SUB in Q3 2025 and has held it in 4 quarters since. The position peaked at $500K in Q3 2025. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Biltmore Family Office held 4,680 shares of iShares Short-Term National Muni Bond ETF worth $498K as of Q2 2026.
Biltmore Family Office left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.07% of Biltmore Family Office's portfolio in Q2 2026, its #165 holding.
Biltmore Family Office first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
Biltmore Family Office's iShares Short-Term National Muni Bond ETF position peaked at $500K in Q3 2025.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.