Firestone Capital Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Firestone Capital Management’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	$301K	Buy	2,823 +18	+0.6%	+$1.92K	0.06%	136
2026 Q1	$299K	Buy	2,805 +11	+0.4%	+$1.18K	0.06%	132
2025 Q4	$298K	Buy	2,794 +350	+14%	+$37.3K	0.06%	135
2025 Q3	$261K	Buy	2,444 +15	+0.6%	+$1.6K	0.06%	141
2025 Q2	$258K	Buy	2,429 +14	+0.6%	+$1.48K	0.06%	140
2025 Q1	$255K	Buy	2,415 +9	+0.4%	+$951	0.07%	123
2024 Q4	$254K	Buy	2,406 +18	+0.8%	+$1.9K	0.06%	135
2024 Q3	$254K	Buy	2,388 +12	+0.5%	+$1.27K	0.06%	129
2024 Q2	$248K	Buy	2,376 +12	+0.5%	+$1.25K	0.07%	127
2024 Q1	$248K	Buy	2,364 +8	+0.3%	+$840	0.07%	127
2023 Q4	$248K	Buy	2,356 +15	+0.6%	+$1.56K	0.08%	111
2023 Q3	$241K	Buy	2,341 +7	+0.3%	+$726	0.08%	108
2023 Q2	$243K	Buy	2,334 +13	+0.6%	+$1.35K	0.08%	105
2023 Q1	$243K	Buy	2,321 +6	+0.3%	+$626	0.09%	102
2022 Q4	$241K	Buy	+2,315	New	+$240K	0.09%	99
2020 Q1	–	Sell	-475	Closed	-$51K	–	475
2019 Q4	$51K	Buy	+475	New	+$50.7K	0.02%	207

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

Firestone Capital Management's SUB Position: Q2 2026 in Review

Firestone Capital Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.64% in Q2 2026, buying an estimated $1.92K and bringing the position to 2,823 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #136.

Firestone Capital Management first reported a position in SUB in Q4 2019 and has held it in 16 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Firestone Capital Management held 2,823 shares of iShares Short-Term National Muni Bond ETF worth $301K as of Q2 2026.
Firestone Capital Management bought 18 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.92K.
iShares Short-Term National Muni Bond ETF made up 0.06% of Firestone Capital Management's portfolio in Q2 2026, its #136 holding.
Firestone Capital Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and has held it in 16 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.