Cardiff Park Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Cardiff Park 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 Q1	$3.4M	Buy	31,916 +3,526	+12%	+$377K	0.27%	60
2025 Q4	$3.03M	Buy	28,390 +84	+0.3%	+$8.95K	0.25%	56
2025 Q3	$3.02M	Buy	28,306 +60	+0.2%	+$6.41K	0.23%	60
2025 Q2	$3M	Sell	28,246 -978	-3%	-$103K	0.26%	52
2025 Q1	$3.09M	Buy	29,224 +38	+0.1%	+$4.02K	0.3%	50
2024 Q4	$3.08M	Sell	29,186 -1,538	-5%	-$162K	0.29%	49
2024 Q3	$3.26M	Buy	30,724 +50	+0.2%	+$5.28K	0.29%	47
2024 Q2	$3.21M	Buy	30,674 +46	+0.2%	+$4.81K	0.31%	47
2024 Q1	$3.21M	Buy	30,628 +24	+0.1%	+$2.52K	0.3%	51
2023 Q4	$3.23M	Buy	30,604 +2,200	+8%	+$229K	0.36%	45
2023 Q3	$2.92M	Buy	28,404 +32	+0.1%	+$3.32K	0.37%	47
2023 Q2	$2.95M	Sell	28,372 -10,610	-27%	-$1.1M	0.36%	46
2023 Q1	$4.08M	Buy	38,982 +21	+0.1%	+$2.19K	0.54%	35
2022 Q4	$4.06M	Sell	38,961 -12,800	-25%	-$1.32M	0.57%	34
2022 Q3	$5.31M	Buy	51,761 +37	+0.1%	+$3.86K	0.83%	26
2022 Q2	$5.41M	Buy	+51,724	New	+$5.38M	0.82%	23

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cardiff Park Advisors's SUB Position: Q1 2026 in Review

Cardiff Park Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 12% in Q1 2026, buying an estimated $377K and bringing the position to 31,916 shares worth $3.4M. The position accounts for 0.27% of the portfolio, ranked #60.

Cardiff Park Advisors first reported a position in SUB in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.41M in Q2 2022. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Cardiff Park Advisors held 31,916 shares of iShares Short-Term National Muni Bond ETF worth $3.4M as of Q1 2026.
Cardiff Park Advisors bought 3,526 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $377K.
iShares Short-Term National Muni Bond ETF made up 0.27% of Cardiff Park Advisors's portfolio in Q1 2026, its #60 holding.
Cardiff Park Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 16 quarters since.
Cardiff Park Advisors's iShares Short-Term National Muni Bond ETF position peaked at $5.41M in Q2 2022.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.