Csenge Advisory Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Csenge Advisory 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	$586K	Buy	5,504 +248	+5%	+$26.4K	0.02%	424
2026 Q1	$560K	Buy	5,256 +203	+4%	+$21.7K	0.03%	411
2025 Q4	$539K	Buy	5,053 +652	+15%	+$69.5K	0.02%	424
2025 Q3	$470K	Sell	4,401 -765	-15%	-$81.7K	0.02%	435
2025 Q2	$547K	Sell	5,166 -85	-2%	-$8.98K	0.03%	408
2025 Q1	$552K	Buy	5,251 +1,075	+26%	+$114K	0.03%	376
2024 Q4	$440K	Buy	4,176 +1,147	+38%	+$121K	0.02%	458
2024 Q3	$321K	Buy	+3,029	New	+$320K	0.02%	542
2024 Q2	–	Sell	-2,264	Closed	-$237K	–	750
2024 Q1	$237K	Sell	2,264 -169	-7%	-$17.7K	0.01%	623
2023 Q4	$257K	Sell	2,433 -111	-4%	-$11.5K	0.02%	562
2023 Q3	$262K	Sell	2,544 -698	-22%	-$72.4K	0.02%	520
2023 Q2	$337K	Sell	3,242 -870	-21%	-$90.6K	0.02%	469
2023 Q1	$430K	Buy	4,112 +1,371	+50%	+$143K	0.03%	388
2022 Q4	$286K	Buy	2,741 +645	+31%	+$66.8K	0.02%	474
2022 Q3	$215K	Buy	+2,096	New	+$219K	0.02%	547

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

Csenge Advisory Group's SUB Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 4.7% in Q2 2026, buying an estimated $26.4K and bringing the position to 5,504 shares worth $586K. The position accounts for 0.02% of the portfolio, ranked #424.

Csenge Advisory Group first reported a position in SUB in Q3 2022 and has held it in 15 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Csenge Advisory Group held 5,504 shares of iShares Short-Term National Muni Bond ETF worth $586K as of Q2 2026.
Csenge Advisory Group bought 248 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $26.4K.
iShares Short-Term National Muni Bond ETF made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #424 holding.
Csenge Advisory Group first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and has held it in 15 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.