City State Bank’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

City State Bank’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	$639	Buy	+6	New	+$639	﹤0.01%	769

Other funds holding SUB

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

City State Bank's SUB Position: Q2 2026 in Review

City State Bank opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 6 shares worth $639. The stake represents ﹤0.01% of the portfolio and ranks #769 among its holdings.

446 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

City State Bank held 6 shares of iShares Short-Term National Muni Bond ETF worth $639 as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new City State Bank position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of City State Bank's portfolio in Q2 2026, its #769 holding.
446 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.