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

Clearstead 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	$3.46M	Sell	32,505 -3,316	-9%	-$353K	0.03%	302
2026 Q1	$3.81M	Buy	35,821 +2,902	+9%	+$311K	0.03%	265
2025 Q4	$3.51M	Buy	32,919 +572	+2%	+$61K	0.04%	247
2025 Q3	$3.45M	Buy	32,347 +573	+2%	+$61.2K	0.05%	242
2025 Q2	$3.38M	Buy	31,774 +2,322	+8%	+$245K	0.05%	244
2025 Q1	$3.11M	Buy	29,452 +4,483	+18%	+$474K	0.05%	237
2024 Q4	$2.63M	Buy	24,969 +20,201	+424%	+$2.13M	0.04%	254
2024 Q3	$506K	Buy	4,768 +1,500	+46%	+$158K	0.01%	565
2024 Q2	$342K	Hold	3,268	–	–	0.01%	632
2024 Q1	$342K	Sell	3,268 -572	-15%	-$60.1K	0.02%	379
2023 Q4	$405K	Sell	3,840 -4,690	-55%	-$488K	0.02%	347
2023 Q3	$877K	Buy	+8,530	New	+$885K	0.05%	216

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

Clearstead Advisors's SUB Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 9.3% in Q2 2026, selling an estimated $353K and leaving 32,505 shares worth $3.46M. The position accounts for 0.03% of the portfolio, ranked #302.

Clearstead Advisors first reported a position in SUB in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.81M in Q1 2026. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Clearstead Advisors held 32,505 shares of iShares Short-Term National Muni Bond ETF worth $3.46M as of Q2 2026.
Clearstead Advisors sold 3,316 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $353K.
iShares Short-Term National Muni Bond ETF made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #302 holding.
Clearstead Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
Clearstead Advisors's iShares Short-Term National Muni Bond ETF position peaked at $3.81M in Q1 2026.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.