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Community Financial Services Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Community Financial Services Group’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 		$425 Hold
4
– – ﹤0.01% 519
2026
Q1 		$426 Buy
+4
New +$428 ﹤0.01% 447

Other funds holding SUB

Bank of America
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Community Financial Services Group's SUB Position: Q2 2026 in Review

Community Financial Services Group held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 4 shares worth $425. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Community Financial Services Group first reported a position in SUB in Q1 2026 and has held it in 2 quarters since. The position peaked at $426 in Q1 2026. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Community Financial Services Group held 4 shares of iShares Short-Term National Muni Bond ETF worth $425 as of Q2 2026.
  • Community Financial Services Group left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #519 holding.
  • Community Financial Services Group first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Community Financial Services Group's iShares Short-Term National Muni Bond ETF position peaked at $426 in Q1 2026.
  • 913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.