GI
SUB icon

GAMMA Investing’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

GAMMA Investing’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 		$23.6M Buy
221,849
+42,291
+24% +$4.5M 0.88% 17
2026
Q1 		$19.1M Buy
179,558
+24,968
+16% +$2.67M 0.89% 17
2025
Q4 		$16.5M Buy
154,590
+1,217
+0.8% +$130K 0.83% 16
2025
Q3 		$16.4M Buy
153,373
+12,763
+9% +$1.36M 0.9% 13
2025
Q2 		$15M Buy
140,610
+36,730
+35% +$3.88M 0.95% 13
2025
Q1 		$11M Buy
103,880
+22,388
+27% +$2.37M 0.82% 15
2024
Q4 		$8.6M Buy
81,492
+11,850
+17% +$1.25M 0.73% 17
2024
Q3 		$7.4M Buy
69,642
+12,073
+21% +$1.27M 0.73% 18
2024
Q2 		$6.02M Buy
57,569
+14,176
+33% +$1.48M 0.82% 17
2024
Q1 		$4.54M Buy
43,393
+2,871
+7% +$301K 0.93% 16
2023
Q4 		$4.26M Buy
+40,522
New +$4.22M 1.15% 12

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GAMMA Investing's SUB Position: Q2 2026 in Review

GAMMA Investing increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 24% in Q2 2026, buying an estimated $4.5M and bringing the position to 221,849 shares worth $23.6M. The position accounts for 0.88% of the portfolio, ranked #17.

GAMMA Investing first reported a position in SUB in Q4 2023 and has held it in 11 quarters since. 188 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • GAMMA Investing held 221,849 shares of iShares Short-Term National Muni Bond ETF worth $23.6M as of Q2 2026.
  • GAMMA Investing bought 42,291 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $4.5M.
  • iShares Short-Term National Muni Bond ETF made up 0.88% of GAMMA Investing's portfolio in Q2 2026, its #17 holding.
  • GAMMA Investing first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.