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

Eagle Strategies’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	$310K	Buy	2,911 +73	+3%	+$7.77K	0.03%	232
2026 Q1	$302K	Buy	2,838 +649	+30%	+$69.5K	0.04%	216
2025 Q4	$234K	Buy	2,189 +16	+0.7%	+$1.71K	0.03%	235
2025 Q3	$232K	Buy	2,173 +188	+9%	+$20.1K	0.03%	227
2025 Q2	$211K	Sell	1,985 -82	-4%	-$8.66K	0.03%	221
2025 Q1	$218K	Sell	2,067 -141	-6%	-$14.9K	0.04%	204
2024 Q4	$233K	Buy	2,208 +59	+3%	+$6.23K	0.04%	199
2024 Q3	$228K	Sell	2,149 -98	-4%	-$10.3K	0.04%	197
2024 Q2	$235K	Sell	2,247 -1,857	-45%	-$194K	0.04%	191
2024 Q1	$430K	Buy	4,104 +1,997	+95%	+$210K	0.1%	173
2023 Q4	$222K	Buy	2,107 +2	+0.1%	+$208	0.05%	178
2023 Q3	$217K	Buy	+2,105	New	+$218K	0.05%	173
2023 Q2	–	Sell	-4,028	Closed	-$422K	–	190
2023 Q1	$422K	Buy	+4,028	New	+$421K	0.11%	121

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

Eagle Strategies's SUB Position: Q2 2026 in Review

Eagle Strategies increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.6% in Q2 2026, buying an estimated $7.77K and bringing the position to 2,911 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #232.

Eagle Strategies first reported a position in SUB in Q1 2023 and has held it in 13 quarters since. The position peaked at $430K in Q1 2024. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Eagle Strategies held 2,911 shares of iShares Short-Term National Muni Bond ETF worth $310K as of Q2 2026.
Eagle Strategies bought 73 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $7.77K.
iShares Short-Term National Muni Bond ETF made up 0.03% of Eagle Strategies's portfolio in Q2 2026, its #232 holding.
Eagle Strategies first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and has held it in 13 quarters since.
Eagle Strategies's iShares Short-Term National Muni Bond ETF position peaked at $430K in Q1 2024.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.