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

CX Institutional’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	$12.8M	Buy	120,284 +117,626	+4,425%	+$12.5M	0.37%	56
2026 Q1	$283K	Sell	2,658 -8,193	-76%	-$877K	0.01%	624
2025 Q4	$1.16M	Buy	10,851 +330	+3%	+$35.2K	0.03%	266
2025 Q3	$1.12M	Buy	10,521 +1,733	+20%	+$185K	0.03%	287
2025 Q2	$935K	Hold	8,788	–	–	0.03%	275
2025 Q1	$928K	Buy	+8,788	New	+$929K	0.04%	276
2022 Q3	–	Sell	-6,548	Closed	-$685K	–	1052
2022 Q2	$685K	Buy	+6,548	New	+$681K	0.05%	276

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

CX Institutional's SUB Position: Q2 2026 in Review

CX Institutional increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 4,425% in Q2 2026, buying an estimated $12.5M and bringing the position to 120,284 shares worth $12.8M. The position accounts for 0.37% of the portfolio, ranked #56.

CX Institutional first reported a position in SUB in Q2 2022 and has held it in 7 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

CX Institutional held 120,284 shares of iShares Short-Term National Muni Bond ETF worth $12.8M as of Q2 2026.
CX Institutional bought 117,626 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $12.5M.
iShares Short-Term National Muni Bond ETF made up 0.37% of CX Institutional's portfolio in Q2 2026, its #56 holding.
CX Institutional first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 7 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.