Flaharty Asset Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Flaharty Asset 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	–	Sell	-5,167	Closed	-$550K	–	121
2026 Q1	$550K	Sell	5,167 -1,145	-18%	-$123K	0.07%	82
2025 Q4	$673K	Buy	6,312 +3,806	+152%	+$406K	0.08%	71
2025 Q3	$268K	Buy	2,506 +138	+6%	+$14.7K	0.03%	109
2025 Q2	$252K	Buy	2,368 +81	+4%	+$8.56K	0.03%	107
2025 Q1	$242K	Buy	+2,287	New	+$242K	0.03%	104
2024 Q4	–	Sell	-1,178	Closed	-$125K	–	387
2024 Q3	$125K	Buy	+1,178	New	+$124K	0.02%	145
2023 Q4	–	Sell	-313	Closed	-$32.2K	–	400
2023 Q3	$32.2K	Buy	+313	New	+$32.5K	0.01%	232

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

Flaharty Asset Management's SUB Position: Q2 2026 in Review

Flaharty Asset Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026, closing a stake of 5,167 shares — an estimated $550K sold.

Flaharty Asset Management first reported a position in SUB in Q3 2023 and held it in 7 quarters. The position peaked at $673K in Q4 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Flaharty Asset Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Flaharty Asset Management sold 5,167 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $550K.
Flaharty Asset Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2023 and held it in 7 quarters.
Flaharty Asset Management's iShares Short-Term National Muni Bond ETF position peaked at $673K in Q4 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.