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

Conrad Siegel 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 		$228K Buy
2,145
+10
+0.5% +$1.06K 0.04% 68
2026
Q1 		$227K Buy
+2,135
New +$229K 0.04% 60
2024
Q1 		– Sell
-3,728
Closed -$393K – 39
2023
Q4 		$393K Buy
+3,728
New +$388K 0.18% 23
2022
Q4 		– Sell
-22,965
Closed -$2.36M – 30
2022
Q3 		$2.36M Buy
+22,965
New +$2.4M 2.66% 9

Other funds holding SUB

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HIG
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

Conrad Siegel Investment Advisors's SUB Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.47% in Q2 2026, buying an estimated $1.06K and bringing the position to 2,145 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #68.

Conrad Siegel Investment Advisors first reported a position in SUB in Q3 2022 and has held it in 4 quarters since. The position peaked at $2.36M in Q3 2022. 553 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Conrad Siegel Investment Advisors held 2,145 shares of iShares Short-Term National Muni Bond ETF worth $228K as of Q2 2026.
  • Conrad Siegel Investment Advisors bought 10 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.06K.
  • iShares Short-Term National Muni Bond ETF made up 0.04% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • Conrad Siegel Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and has held it in 4 quarters since.
  • Conrad Siegel Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $2.36M in Q3 2022.
  • 553 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.