Goldstone Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Goldstone Financial 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	$213K	Sell	1,998 -6	-0.3%	-$639	0.02%	233
2026 Q1	$213K	Buy	2,004 +6	+0.3%	+$642	0.02%	215
2025 Q4	$213K	Hold	1,998	–	–	0.02%	212
2025 Q3	$213K	Hold	1,998	–	–	0.03%	210
2025 Q2	$212K	Hold	1,998	–	–	0.03%	199
2025 Q1	$211K	Hold	1,998	–	–	0.03%	196
2024 Q4	$211K	Hold	1,998	–	–	0.03%	194
2024 Q3	$212K	Hold	1,998	–	–	0.04%	186
2024 Q2	$209K	Hold	1,998	–	–	0.04%	172
2024 Q1	$209K	Hold	1,998	–	–	0.05%	159
2023 Q4	$211K	Buy	+1,998	New	+$208K	0.05%	153

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

Goldstone Financial Group's SUB Position: Q2 2026 in Review

Goldstone Financial Group reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.3% in Q2 2026, selling an estimated $639 and leaving 1,998 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #233.

Goldstone Financial Group first reported a position in SUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $213K in Q1 2026. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Goldstone Financial Group held 1,998 shares of iShares Short-Term National Muni Bond ETF worth $213K as of Q2 2026.
Goldstone Financial Group sold 6 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $639.
iShares Short-Term National Muni Bond ETF made up 0.02% of Goldstone Financial Group's portfolio in Q2 2026, its #233 holding.
Goldstone Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Goldstone Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $213K in Q1 2026.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.