FG
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Foster Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Foster Group’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 		$333K Sell
3,127
-4
-0.1% -$426 0.01% 228
2026
Q1 		$333K Buy
3,131
+15
+0.5% +$1.61K 0.01% 199
2025
Q4 		$332K Sell
3,116
-7
-0.2% -$746 0.01% 198
2025
Q3 		$333K Buy
3,123
+25
+0.8% +$2.67K 0.01% 191
2025
Q2 		$329K Buy
3,098
+635
+26% +$67.1K 0.01% 181
2025
Q1 		$260K Sell
2,463
-995
-29% -$105K 0.01% 175
2024
Q4 		$365K Buy
3,458
+85
+3% +$8.98K 0.01% 137
2024
Q3 		$358K Buy
3,373
+5
+0.1% +$528 0.01% 150
2024
Q2 		$352K Buy
3,368
+4
+0.1% +$418 0.01% 147
2024
Q1 		$352K Buy
3,364
+34
+1% +$3.57K 0.02% 148
2023
Q4 		$343K Hold
3,330
– – 0.02% 130
2023
Q3 		$343K Buy
3,330
+43
+1% +$4.46K 0.02% 130
2023
Q2 		$342K Sell
3,287
-482
-13% -$50.2K 0.02% 131
2023
Q1 		$395K Hold
3,769
– – 0.03% 117
2022
Q4 		$393K Sell
3,769
-11,250
-75% -$1.16M 0.03% 108
2022
Q3 		$1.54M Sell
15,019
-227,701
-94% -$23.8M 0.13% 46
2022
Q2 		$25.4M Buy
+242,720
New +$25.3M 1.81% 13

Other funds holding SUB

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Foster Group's SUB Position: Q2 2026 in Review

Foster Group reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.13% in Q2 2026, selling an estimated $426 and leaving 3,127 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #228.

Foster Group first reported a position in SUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $25.4M in Q2 2022. 185 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Foster Group held 3,127 shares of iShares Short-Term National Muni Bond ETF worth $333K as of Q2 2026.
  • Foster Group sold 4 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $426.
  • iShares Short-Term National Muni Bond ETF made up 0.01% of Foster Group's portfolio in Q2 2026, its #228 holding.
  • Foster Group first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Foster Group's iShares Short-Term National Muni Bond ETF position peaked at $25.4M in Q2 2022.
  • 185 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.