Fedenia Advisers’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Fedenia Advisers’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	$55.9K	Buy	+525	New	+$55.9K	0.01%	208
2025 Q3	–	Sell	-6,416	Closed	-$682K	–	181
2025 Q2	$682K	Sell	6,416 -199	-3%	-$21K	0.32%	71
2025 Q1	$699K	Sell	6,615 -6,953	-51%	-$735K	0.45%	40
2024 Q4	$1.43M	Buy	+13,568	New	+$1.43M	0.84%	27

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

Fedenia Advisers's SUB Position: Q2 2026 in Review

Fedenia Advisers opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 525 shares worth $55.9K. The stake represents 0.01% of the portfolio and ranks #208 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in SUB as recently as Q2 2025.

Fedenia Advisers first reported a position in SUB in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.43M in Q4 2024. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Fedenia Advisers held 525 shares of iShares Short-Term National Muni Bond ETF worth $55.9K as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new Fedenia Advisers position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.01% of Fedenia Advisers's portfolio in Q2 2026, its #208 holding.
Fedenia Advisers first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 4 quarters since.
Fedenia Advisers's iShares Short-Term National Muni Bond ETF position peaked at $1.43M in Q4 2024.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.