Equitable Holdings’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Equitable Holdings’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	$842K	Buy	7,896 +195	+3%	+$20.9K	0.01%	1041
2025 Q4	$822K	Buy	7,701 +1,219	+19%	+$130K	0.01%	927
2025 Q3	$692K	Sell	6,482 -569	-8%	-$60.8K	0.01%	966
2025 Q2	$750K	Buy	7,051 +2,648	+60%	+$280K	0.01%	889
2025 Q1	$465K	Sell	4,403 -1,151	-21%	-$122K	﹤0.01%	937
2024 Q4	$586K	Sell	5,554 -12,710	-70%	-$1.34M	0.01%	831
2024 Q3	$1.94M	Sell	18,264 -550	-3%	-$58K	0.02%	498
2024 Q2	$1.97M	Buy	18,814 +3,703	+25%	+$387K	0.02%	463
2024 Q1	$1.58M	Sell	15,111 -6,746	-31%	-$708K	0.02%	508
2023 Q4	$2.3M	Buy	21,857 +14,345	+191%	+$1.49M	0.03%	377
2023 Q3	$773K	Sell	7,512 -351	-4%	-$36.4K	0.01%	611
2023 Q2	$818K	Sell	7,863 -652	-8%	-$67.9K	0.01%	572
2023 Q1	$891K	Sell	8,515 -1,281	-13%	-$134K	0.01%	496
2022 Q4	$1.02M	Buy	9,796 +2,754	+39%	+$285K	0.02%	439
2022 Q3	$723K	Buy	7,042 +1,197	+20%	+$125K	0.01%	476
2022 Q2	$612K	Sell	5,845 -13,582	-70%	-$1.41M	0.01%	516
2022 Q1	$2.03M	Sell	19,427 -2,464	-11%	-$261K	0.03%	279
2021 Q4	$2.35M	Sell	21,891 -9,023	-29%	-$969K	0.04%	256
2021 Q3	$3.33M	Sell	30,914 -28	-0.1%	-$3.02K	0.06%	197
2021 Q2	$3.34M	Hold	30,942	–	–	0.06%	187
2021 Q1	$3.34M	Sell	30,942 -549	-2%	-$59.2K	0.07%	172
2020 Q4	$3.4M	Sell	31,491 -53,259	-63%	-$5.75M	0.08%	158
2020 Q3	$9.16M	Sell	84,750 -1,422	-2%	-$154K	0.24%	70
2020 Q2	$9.29M	Buy	+86,172	New	+$9.23M	0.27%	71

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

Equitable Holdings's SUB Position: Q1 2026 in Review

Equitable Holdings increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.5% in Q1 2026, buying an estimated $20.9K and bringing the position to 7,896 shares worth $842K. The position accounts for 0.01% of the portfolio, ranked #1041.

Equitable Holdings first reported a position in SUB in Q2 2020 and has held it in 24 quarters since. The position peaked at $9.29M in Q2 2020. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Equitable Holdings held 7,896 shares of iShares Short-Term National Muni Bond ETF worth $842K as of Q1 2026.
Equitable Holdings bought 195 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $20.9K.
iShares Short-Term National Muni Bond ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #1041 holding.
Equitable Holdings first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2020 and has held it in 24 quarters since.
Equitable Holdings's iShares Short-Term National Muni Bond ETF position peaked at $9.29M in Q2 2020.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.