Edgemoor Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Edgemoor Investment Advisors’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 Q1	$1.08M	Buy	10,173 +655	+7%	+$70.1K	0.09%	97
2025 Q4	$1.02M	Buy	9,518 +1,565	+20%	+$167K	0.08%	94
2025 Q3	$849K	Sell	7,953 -900	-10%	-$96.1K	0.07%	107
2025 Q2	$941K	Buy	8,853 +5,868	+197%	+$620K	0.08%	97
2025 Q1	$315K	Sell	2,985 -1,800	-38%	-$190K	0.03%	133
2024 Q4	$505K	Buy	4,785 +2,200	+85%	+$232K	0.04%	118
2024 Q3	$275K	Hold	2,585	–	–	0.02%	142
2024 Q2	$270K	Buy	+2,585	New	+$270K	0.03%	137
2023 Q4	–	Sell	-3,275	Closed	-$337K	–	165
2023 Q3	$337K	Sell	3,275 -610	-16%	-$63.3K	0.04%	119
2023 Q2	$404K	Sell	3,885 -385	-9%	-$40.1K	0.05%	115
2023 Q1	$447K	Sell	4,270 -480	-10%	-$50.1K	0.05%	111
2022 Q4	$495K	Hold	4,750	–	–	0.06%	114
2022 Q3	$488K	Buy	+4,750	New	+$496K	0.06%	103

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Edgemoor Investment Advisors's SUB Position: Q1 2026 in Review

Edgemoor Investment Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 6.9% in Q1 2026, buying an estimated $70.1K and bringing the position to 10,173 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #97.

Edgemoor Investment Advisors first reported a position in SUB in Q3 2022 and has held it in 13 quarters since. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Edgemoor Investment Advisors held 10,173 shares of iShares Short-Term National Muni Bond ETF worth $1.08M as of Q1 2026.
Edgemoor Investment Advisors bought 655 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $70.1K.
iShares Short-Term National Muni Bond ETF made up 0.09% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #97 holding.
Edgemoor Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and has held it in 13 quarters since.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.