Credential Securities’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Credential Securities’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
2018 Q2	$106K	Hold	1,010	–	–	0.02%	200
2018 Q1	$106K	Buy	1,010 +73	+8%	+$7.66K	0.03%	195
2017 Q4	$98.2K	Buy	937 +228	+32%	+$24K	0.02%	203
2017 Q3	$75.1K	Hold	709	–	–	0.02%	209
2017 Q2	$75K	Hold	709	–	–	0.02%	196
2017 Q1	$74.8K	Hold	709	–	–	0.03%	186
2016 Q4	$74.5K	Hold	709	–	–	0.03%	188
2016 Q3	$75.1K	Buy	709 +244	+52%	+$25.9K	0.03%	186
2016 Q2	$49.4K	Hold	465	–	–	0.03%	190
2016 Q1	$49.3K	Hold	465	–	–	0.03%	189
2015 Q4	$49.2K	Hold	465	–	–	0.03%	182
2015 Q3	$49.2K	Hold	465	–	–	0.03%	180
2015 Q2	$49.1K	Buy	+465	New	+$49.1K	0.03%	183

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Independence Advisors Wayne, Pennsylvania $466M AUM 11.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Credential Securities's SUB Position: Q2 2018 in Review

Credential Securities held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2018 at 1,010 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #200.

Credential Securities first reported a position in SUB in Q2 2015 and has held it in 13 quarters since. 219 funds tracked by Wall St. Rank hold SUB as of Q2 2018.

Credential Securities held 1,010 shares of iShares Short-Term National Muni Bond ETF worth $106K as of Q2 2018.
Credential Securities left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2018.
iShares Short-Term National Muni Bond ETF made up 0.02% of Credential Securities's portfolio in Q2 2018, its #200 holding.
Credential Securities first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2015 and has held it in 13 quarters since.
219 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.