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

Cornerstone Financial 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	$813K	Buy	7,636 +52	+0.7%	+$5.54K	0.5%	39
2026 Q1	$806K	Sell	7,584 -1,563	-17%	-$167K	0.52%	39
2025 Q4	$976K	Buy	9,147 +45	+0.5%	+$4.79K	0.68%	33
2025 Q3	$972K	Sell	9,102 -132	-1%	-$14.1K	0.75%	32
2025 Q2	$982K	Buy	9,234 +11	+0.1%	+$1.16K	0.84%	30
2025 Q1	$973K	Sell	9,223 -2,579	-22%	-$273K	0.87%	30
2024 Q4	$1.24M	Buy	+11,802	New	+$1.25M	1.23%	23

Other funds holding SUB

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cornerstone Financial Group's SUB Position: Q2 2026 in Review

Cornerstone Financial Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.69% in Q2 2026, buying an estimated $5.54K and bringing the position to 7,636 shares worth $813K. The position accounts for 0.5% of the portfolio, ranked #39.

Cornerstone Financial Group first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q4 2024. 719 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Cornerstone Financial Group held 7,636 shares of iShares Short-Term National Muni Bond ETF worth $813K as of Q2 2026.
Cornerstone Financial Group bought 52 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $5.54K.
iShares Short-Term National Muni Bond ETF made up 0.5% of Cornerstone Financial Group's portfolio in Q2 2026, its #39 holding.
Cornerstone Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cornerstone Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $1.24M in Q4 2024.
719 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.