Colton Groome Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Colton Groome Financial 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	$1.29M	Sell	12,101 -2,690	-18%	-$286K	0.31%	56
2026 Q1	$1.58M	Buy	14,791 +100	+0.7%	+$10.7K	0.45%	43
2025 Q4	$1.57M	Buy	14,691 +2,275	+18%	+$242K	0.45%	44
2025 Q3	$1.33M	Buy	12,416 +685	+6%	+$73.1K	0.41%	45
2025 Q2	$1.25M	Sell	11,731 -900	-7%	-$95.1K	0.42%	45
2025 Q1	$1.33M	Sell	12,631 -1,685	-12%	-$178K	0.52%	37
2024 Q4	$1.51M	Buy	14,316 +9,725	+212%	+$1.03M	0.58%	35
2024 Q3	$488K	Buy	4,591 +520	+13%	+$54.9K	0.18%	75
2024 Q2	$426K	Buy	4,071 +20	+0.5%	+$2.09K	0.17%	73
2024 Q1	$424K	Sell	4,051 -650	-14%	-$68.2K	0.17%	77
2023 Q4	$496K	Sell	4,701 -616	-12%	-$64.1K	0.22%	70
2023 Q3	$547K	Sell	5,317 -1,135	-18%	-$118K	0.27%	64
2023 Q2	$671K	Buy	6,452 +1,791	+38%	+$186K	0.31%	65
2023 Q1	$488K	Buy	4,661 +521	+13%	+$54.4K	0.23%	80
2022 Q4	$432K	Sell	4,140 -550	-12%	-$56.9K	0.21%	79
2022 Q3	$481K	Sell	4,690 -175	-4%	-$18.3K	0.25%	59
2022 Q2	$509K	Sell	4,865 -3,115	-39%	-$324K	0.25%	54
2022 Q1	$835K	Buy	7,980 +4,605	+136%	+$487K	0.39%	43
2021 Q4	$362K	Sell	3,375 -5,025	-60%	-$540K	0.15%	94
2021 Q3	$904K	Buy	+8,400	New	+$906K	0.39%	42

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

Colton Groome Financial Advisors's SUB Position: Q2 2026 in Review

Colton Groome Financial Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 18% in Q2 2026, selling an estimated $286K and leaving 12,101 shares worth $1.29M. The position accounts for 0.31% of the portfolio, ranked #56.

Colton Groome Financial Advisors first reported a position in SUB in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.58M in Q1 2026. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Colton Groome Financial Advisors held 12,101 shares of iShares Short-Term National Muni Bond ETF worth $1.29M as of Q2 2026.
Colton Groome Financial Advisors sold 2,690 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $286K.
iShares Short-Term National Muni Bond ETF made up 0.31% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #56 holding.
Colton Groome Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2021 and has held it in 20 quarters since.
Colton Groome Financial Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.58M in Q1 2026.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.