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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$264K Buy
2,480
+522
+27% +$55.6K 0.05% 111
2026
Q1
$209K Buy
1,958
+8
+0.4% +$856 0.04% 116
2025
Q4
$208K Buy
1,950
+9
+0.5% +$959 0.04% 113
2025
Q3
$207K Buy
1,941
+12
+0.6% +$1.28K 0.05% 107
2025
Q2
$205K Buy
+1,929
New +$204K 0.05% 103
2023
Q3
Sell
-2,461
Closed -$256K 93
2023
Q2
$256K Buy
+2,461
New +$256K 0.08% 77

Other funds holding SUB

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

Curtis Advisory Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 27% in Q2 2026, buying an estimated $55.6K and bringing the position to 2,480 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #111.

Curtis Advisory Group first reported a position in SUB in Q2 2023 and has held it in 6 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Curtis Advisory Group held 2,480 shares of iShares Short-Term National Muni Bond ETF worth $264K as of Q2 2026.
  • Curtis Advisory Group bought 522 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $55.6K.
  • iShares Short-Term National Muni Bond ETF made up 0.05% of Curtis Advisory Group's portfolio in Q2 2026, its #111 holding.
  • Curtis Advisory Group first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2023 and has held it in 6 quarters since.
  • 913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.