Crewe Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Crewe 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	$2.49M	Hold	23,393	–	–	0.18%	57
2026 Q1	$2.49M	Hold	23,393	–	–	0.21%	52
2025 Q4	$2.5M	Sell	23,393 -234	-1%	-$24.9K	0.22%	49
2025 Q3	$2.52M	Buy	23,627 +18,092	+327%	+$1.93M	0.24%	50
2025 Q2	$589K	Hold	5,535	–	–	0.08%	83
2025 Q1	$584K	Sell	5,535 -1,705	-24%	-$180K	0.08%	71
2024 Q4	$764K	Buy	7,240 +4,340	+150%	+$458K	0.11%	60
2024 Q3	$308K	Sell	2,900 -900	-24%	-$95K	0.04%	114
2024 Q2	$397K	Hold	3,800	–	–	0.04%	122
2024 Q1	$398K	Buy	3,800 +475	+14%	+$49.9K	0.05%	118
2023 Q4	$351K	Buy	+3,325	New	+$346K	0.06%	57

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

Crewe Advisors's SUB Position: Q2 2026 in Review

Crewe Advisors held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 23,393 shares worth $2.49M. The position accounts for 0.18% of the portfolio, ranked #57.

Crewe Advisors first reported a position in SUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.52M in Q3 2025. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Crewe Advisors held 23,393 shares of iShares Short-Term National Muni Bond ETF worth $2.49M as of Q2 2026.
Crewe Advisors left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.18% of Crewe Advisors's portfolio in Q2 2026, its #57 holding.
Crewe Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Crewe Advisors's iShares Short-Term National Muni Bond ETF position peaked at $2.52M in Q3 2025.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.