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

Croban’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	$234K	Sell	2,200 -1,194	-35%	-$128K	0.11%	73
2025 Q4	$362K	Sell	3,394 -1,233	-27%	-$131K	0.17%	75
2025 Q3	$494K	Sell	4,627 -299	-6%	-$31.9K	0.33%	69
2025 Q2	$524K	Sell	4,926 -718	-13%	-$75.8K	0.45%	66
2025 Q1	$596K	Sell	5,644 -4,483	-44%	-$474K	0.55%	69
2024 Q4	$1.07M	Buy	+10,127	New	+$1.07M	1.05%	34
2023 Q4	$1.07M	Buy	+10,127	New	+$1.05M	1.06%	34

Other funds holding SUB

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Croban's SUB Position: Q1 2026 in Review

Croban reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 35% in Q1 2026, selling an estimated $128K and leaving 2,200 shares worth $234K. The position accounts for 0.11% of the portfolio, ranked #73.

Croban first reported a position in SUB in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.07M in Q4 2024. 884 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Croban held 2,200 shares of iShares Short-Term National Muni Bond ETF worth $234K as of Q1 2026.
Croban sold 1,194 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $128K.
iShares Short-Term National Muni Bond ETF made up 0.11% of Croban's portfolio in Q1 2026, its #73 holding.
Croban first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 7 quarters since.
Croban's iShares Short-Term National Muni Bond ETF position peaked at $1.07M in Q4 2024.
884 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Croban's 13F filing for Q1 2026, filed 13 May 2026.