Cary Street Partners Investment Advisory’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Cary Street Partners Investment Advisory’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	$806K	Buy	7,573 +876	+13%	+$93.2K	0.16%	134
2026 Q1	$713K	Buy	+6,697	New	+$717K	0.18%	125
2024 Q4	–	Sell	-7,322	Closed	-$778K	–	736
2024 Q3	$778K	Hold	7,322	–	–	0.03%	400
2024 Q2	$766K	Buy	7,322 +12	+0.2%	+$1.25K	0.03%	377
2024 Q1	$766K	Hold	7,310	–	–	0.03%	376
2023 Q4	$771K	Hold	7,310	–	–	0.04%	353
2023 Q3	$752K	Hold	7,310	–	–	0.04%	344
2023 Q2	$761K	Hold	7,310	–	–	0.05%	306
2023 Q1	$765K	Hold	7,310	–	–	0.06%	277
2022 Q4	$762K	Buy	+7,310	New	+$757K	0.06%	275

Other funds holding SUB

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

HIG

Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return

Cary Street Partners Investment Advisory's SUB Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 13% in Q2 2026, buying an estimated $93.2K and bringing the position to 7,573 shares worth $806K. The position accounts for 0.16% of the portfolio, ranked #134.

Cary Street Partners Investment Advisory first reported a position in SUB in Q4 2022 and has held it in 10 quarters since. 717 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Cary Street Partners Investment Advisory held 7,573 shares of iShares Short-Term National Muni Bond ETF worth $806K as of Q2 2026.
Cary Street Partners Investment Advisory bought 876 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $93.2K.
iShares Short-Term National Muni Bond ETF made up 0.16% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #134 holding.
Cary Street Partners Investment Advisory first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 10 quarters since.
717 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.