Diversify Advisory Services’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
$866K Buy
+8,160
New +$869K 0.01% 686
2026
Q1
Sell
-2,618
Closed -$281K 784
2025
Q4
$281K Sell
2,618
-242
-8% -$25.8K 0.01% 779
2025
Q3
$304K Buy
2,860
+154
+6% +$16.4K 0.01% 719
2025
Q2
$289K Buy
2,706
+253
+10% +$26.7K 0.01% 691
2025
Q1
$259K Sell
2,453
-1,432
-37% -$151K 0.02% 542
2024
Q4
$409K Sell
3,885
-179
-4% -$18.9K 0.02% 405
2024
Q3
$430K Sell
4,064
-627
-13% -$66.2K 0.02% 402
2024
Q2
$491K Sell
4,691
-772
-14% -$80.7K 0.03% 384
2024
Q1
$571K Buy
+5,463
New +$574K 0.03% 388

Other funds holding SUB

Diversify Advisory Services's SUB Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 8,160 shares worth $866K. The stake represents 0.01% of the portfolio and ranks #686 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SUB as recently as Q4 2025.

Diversify Advisory Services first reported a position in SUB in Q1 2024 and has held it in 9 quarters since. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Diversify Advisory Services held 8,160 shares of iShares Short-Term National Muni Bond ETF worth $866K as of Q2 2026.
  • iShares Short-Term National Muni Bond ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #686 holding.
  • Diversify Advisory Services first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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