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

Coordinated Financial Services’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 Q1	$304K	Buy	2,850 +11	+0.4%	+$1.18K	0.17%	142
2025 Q4	$303K	Buy	2,839 +23	+0.8%	+$2.45K	0.17%	137
2025 Q3	$301K	Buy	2,816 +157	+6%	+$16.8K	0.19%	129
2025 Q2	$283K	Buy	2,659 +15	+0.6%	+$1.58K	0.2%	123
2025 Q1	$279K	Buy	2,644 +10	+0.4%	+$1.06K	0.21%	115
2024 Q4	$278K	Buy	+2,634	New	+$278K	0.22%	118
2024 Q2	$272K	Buy	2,601 +512	+25%	+$53.5K	0.23%	103
2024 Q1	$219K	Buy	+2,089	New	+$219K	0.19%	120

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

Coordinated Financial Services's SUB Position: Q1 2026 in Review

Coordinated Financial Services increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.39% in Q1 2026, buying an estimated $1.18K and bringing the position to 2,850 shares worth $304K. The position accounts for 0.17% of the portfolio, ranked #142.

Coordinated Financial Services first reported a position in SUB in Q1 2024 and has held it in 8 quarters since. 888 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Coordinated Financial Services held 2,850 shares of iShares Short-Term National Muni Bond ETF worth $304K as of Q1 2026.
Coordinated Financial Services bought 11 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $1.18K.
iShares Short-Term National Muni Bond ETF made up 0.17% of Coordinated Financial Services's portfolio in Q1 2026, its #142 holding.
Coordinated Financial Services first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2024 and has held it in 8 quarters since.
888 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.