Edgestream Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Edgestream Partners’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	$652K	Sell	6,126 -7,563	-55%	-$805K	0.02%	742
2026 Q1	$1.46M	Buy	13,689 +1,117	+9%	+$120K	0.05%	567
2025 Q4	$1.34M	Buy	12,572 +7,822	+165%	+$834K	0.04%	630
2025 Q3	$507K	Sell	4,750 -11,850	-71%	-$1.27M	0.01%	730
2025 Q2	$1.77M	Buy	16,600 +3,900	+31%	+$412K	0.05%	551
2025 Q1	$1.34M	Buy	12,700 +1,705	+16%	+$180K	0.05%	560
2024 Q4	$1.16M	Buy	10,995 +5,276	+92%	+$557K	0.05%	532
2024 Q3	$607K	Buy	+5,719	New	+$603K	0.03%	666

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

Edgestream Partners's SUB Position: Q2 2026 in Review

Edgestream Partners reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 55% in Q2 2026, selling an estimated $805K and leaving 6,126 shares worth $652K. The position accounts for 0.02% of the portfolio, ranked #742.

Edgestream Partners first reported a position in SUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.77M in Q2 2025. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Edgestream Partners held 6,126 shares of iShares Short-Term National Muni Bond ETF worth $652K as of Q2 2026.
Edgestream Partners sold 7,563 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $805K.
iShares Short-Term National Muni Bond ETF made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #742 holding.
Edgestream Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
Edgestream Partners's iShares Short-Term National Muni Bond ETF position peaked at $1.77M in Q2 2025.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.