Farther Finance Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Farther Finance 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 Q2	$4.8M	Buy	45,065 +4,924	+12%	+$524K	0.04%	419
2026 Q1	$4.27M	Sell	40,141 -3,017	-7%	-$323K	0.04%	389
2025 Q4	$4.61M	Buy	43,158 +20,436	+90%	+$2.18M	0.05%	330
2025 Q3	$2.43M	Sell	22,722 -1,823	-7%	-$195K	0.04%	384
2025 Q2	$2.61M	Buy	24,545 +4,862	+25%	+$514K	0.05%	302
2025 Q1	$2.08M	Sell	19,683 -4,973	-20%	-$526K	0.05%	293
2024 Q4	$2.6M	Sell	24,656 -20,514	-45%	-$2.17M	0.09%	175
2024 Q3	$4.8M	Buy	45,170 +19,055	+73%	+$2.01M	0.18%	101
2024 Q2	$2.72M	Buy	26,115 +8,104	+45%	+$847K	0.13%	125
2024 Q1	$1.88M	Buy	18,011 +1,730	+11%	+$182K	0.11%	152
2023 Q4	$1.72M	Buy	16,281 +2,320	+17%	+$241K	0.12%	149
2023 Q3	$1.44M	Buy	13,961 +2,844	+26%	+$295K	0.23%	85
2023 Q2	$1.16M	Buy	11,117 +2,819	+34%	+$293K	0.25%	77
2023 Q1	$869K	Sell	8,298 -856	-9%	-$89.4K	0.25%	80
2022 Q4	$955K	Buy	+9,154	New	+$947K	0.37%	50

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

Farther Finance Advisors's SUB Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 12% in Q2 2026, buying an estimated $524K and bringing the position to 45,065 shares worth $4.8M. The position accounts for 0.04% of the portfolio, ranked #419.

Farther Finance Advisors first reported a position in SUB in Q4 2022 and has held it in 15 quarters since. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Farther Finance Advisors held 45,065 shares of iShares Short-Term National Muni Bond ETF worth $4.8M as of Q2 2026.
Farther Finance Advisors bought 4,924 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $524K.
iShares Short-Term National Muni Bond ETF made up 0.04% of Farther Finance Advisors's portfolio in Q2 2026, its #419 holding.
Farther Finance Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.