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

Garde Capital’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	$732K	Buy	+6,877	New	+$732K	0.03%	135
2025 Q4	–	Sell	-7,368	Closed	-$787K	–	236
2025 Q3	$787K	Hold	7,368	–	–	0.04%	136
2025 Q2	$784K	Hold	7,368	–	–	0.04%	132
2025 Q1	$778K	Buy	+7,368	New	+$779K	0.04%	135
2020 Q3	–	Sell	-2,615	Closed	-$282K	–	184
2020 Q2	$282K	Hold	2,615	–	–	0.04%	123
2020 Q1	$278K	Sell	2,615 -759	-22%	-$80.7K	0.05%	110
2019 Q4	$360K	Hold	3,374	–	–	0.05%	107
2019 Q3	$359K	Hold	3,374	–	–	0.06%	108
2019 Q2	$359K	Buy	+3,374	New	+$358K	0.06%	105

Other funds holding SUB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

HIG

Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Garde Capital's SUB Position: Q2 2026 in Review

Garde Capital opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 6,877 shares worth $732K. The stake represents 0.03% of the portfolio and ranks #135 among its holdings. This is a return to the name: Garde Capital previously reported a position in SUB as recently as Q3 2025.

Garde Capital first reported a position in SUB in Q2 2019 and has held it in 9 quarters since. The position peaked at $787K in Q3 2025. 670 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Garde Capital held 6,877 shares of iShares Short-Term National Muni Bond ETF worth $732K as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new Garde Capital position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.03% of Garde Capital's portfolio in Q2 2026, its #135 holding.
Garde Capital first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2019 and has held it in 9 quarters since.
Garde Capital's iShares Short-Term National Muni Bond ETF position peaked at $787K in Q3 2025.
670 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.