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

Concurrent Investment 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	$1.83M	Buy	17,194 +6,720	+64%	+$715K	0.02%	750
2026 Q1	$1.12M	Buy	10,474 +269	+3%	+$28.8K	0.01%	832
2025 Q4	$1.09M	Buy	10,205 +2,912	+40%	+$310K	0.01%	787
2025 Q3	$779K	Buy	7,293 +1,226	+20%	+$131K	0.01%	741
2025 Q2	$645K	Buy	6,067 +3,296	+119%	+$348K	0.01%	758
2025 Q1	$293K	Sell	2,771 -1,904	-41%	-$201K	0.01%	933
2024 Q4	$493K	Buy	4,675 +1,878	+67%	+$198K	0.01%	669
2024 Q3	$297K	Buy	2,797 +92	+3%	+$9.71K	0.01%	786
2024 Q2	$283K	Sell	2,705 -954	-26%	-$99.7K	0.01%	757
2024 Q1	$383K	Sell	3,659 -4,266	-54%	-$448K	0.02%	615
2023 Q4	$836K	Buy	+7,925	New	+$824K	0.04%	365

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

Concurrent Investment Advisors's SUB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 64% in Q2 2026, buying an estimated $715K and bringing the position to 17,194 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #750.

Concurrent Investment Advisors first reported a position in SUB in Q4 2023 and has held it in 11 quarters since. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Concurrent Investment Advisors held 17,194 shares of iShares Short-Term National Muni Bond ETF worth $1.83M as of Q2 2026.
Concurrent Investment Advisors bought 6,720 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $715K.
iShares Short-Term National Muni Bond ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #750 holding.
Concurrent Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.