Cornerstone Investment Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Cornerstone Investment Partners’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	$390K	Sell	3,660 -52	-1%	-$5.54K	0.01%	129
2026 Q1	$395K	Buy	3,712 +59	+2%	+$6.32K	0.02%	92
2025 Q4	$390K	Sell	3,653 -52	-1%	-$5.54K	0.02%	83
2025 Q3	$396K	Sell	3,705 -156	-4%	-$16.7K	0.02%	80
2025 Q2	$411K	Sell	3,861 -424	-10%	-$44.8K	0.02%	75
2025 Q1	$452K	Sell	4,285 -144	-3%	-$15.2K	0.02%	66
2024 Q4	$467K	Buy	4,429 +323	+8%	+$34.1K	0.02%	78
2024 Q3	$436K	Buy	4,106 +276	+7%	+$29.1K	0.02%	71
2024 Q2	$400K	Sell	3,830 -443	-10%	-$46.3K	0.02%	93
2024 Q1	$448K	Buy	4,273 +923	+28%	+$96.9K	0.02%	92
2023 Q4	$353K	Sell	3,350 -272	-8%	-$28.3K	0.02%	99
2023 Q3	$373K	Buy	+3,622	New	+$376K	0.02%	89

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

Cornerstone Investment Partners's SUB Position: Q2 2026 in Review

Cornerstone Investment Partners reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.4% in Q2 2026, selling an estimated $5.54K and leaving 3,660 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #129.

Cornerstone Investment Partners first reported a position in SUB in Q3 2023 and has held it in 12 quarters since. The position peaked at $467K in Q4 2024. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Cornerstone Investment Partners held 3,660 shares of iShares Short-Term National Muni Bond ETF worth $390K as of Q2 2026.
Cornerstone Investment Partners sold 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 0.01% of Cornerstone Investment Partners's portfolio in Q2 2026, its #129 holding.
Cornerstone Investment Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
Cornerstone Investment Partners's iShares Short-Term National Muni Bond ETF position peaked at $467K in Q4 2024.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Cornerstone Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.