Gradient Investments’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Gradient Investments’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	$947K	Buy	8,894 +223	+3%	+$23.7K	0.01%	324
2026 Q1	$923K	Buy	8,671 +12	+0.1%	+$1.28K	0.01%	312
2025 Q4	$924K	Buy	8,659 +452	+6%	+$48.2K	0.01%	248
2025 Q3	$876K	Buy	8,207 +3,088	+60%	+$330K	0.01%	267
2025 Q2	$544K	Buy	+5,119	New	+$541K	0.01%	287
2024 Q1	–	Sell	-836	Closed	-$88.1K	–	1768
2023 Q4	$88.1K	Buy	836 +41	+5%	+$4.26K	﹤0.01%	441
2023 Q3	$81.8K	Buy	795 +593	+294%	+$61.5K	﹤0.01%	422
2023 Q2	$21K	Sell	202 -73	-27%	-$7.6K	﹤0.01%	685
2023 Q1	$28.8K	Buy	+275	New	+$28.7K	﹤0.01%	602
2022 Q3	–	Sell	-2,026	Closed	-$212K	–	1530
2022 Q2	$212K	Sell	2,026 -1,150	-36%	-$120K	0.01%	284
2022 Q1	$332K	Sell	3,176 -19	-0.6%	-$2.01K	0.01%	252
2021 Q4	$343K	Sell	3,195 -2,799	-47%	-$301K	0.01%	246
2021 Q3	$645K	Buy	5,994 +374	+7%	+$40.3K	0.02%	193
2021 Q2	$606K	Buy	5,620 +390	+7%	+$42K	0.02%	196
2021 Q1	$564K	Buy	5,230 +549	+12%	+$59.2K	0.02%	206
2020 Q4	$506K	Sell	4,681 -174	-4%	-$18.8K	0.02%	194
2020 Q3	$525K	Buy	4,855 +1,714	+55%	+$185K	0.02%	196
2020 Q2	$339K	Buy	+3,141	New	+$336K	0.02%	215
2020 Q1	–	Sell	-59	Closed	-$6K	–	1231
2019 Q4	$6K	Buy	+59	New	+$6.29K	﹤0.01%	794

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

Gradient Investments's SUB Position: Q2 2026 in Review

Gradient Investments increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.6% in Q2 2026, buying an estimated $23.7K and bringing the position to 8,894 shares worth $947K. The position accounts for 0.01% of the portfolio, ranked #324.

Gradient Investments first reported a position in SUB in Q4 2019 and has held it in 19 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Gradient Investments held 8,894 shares of iShares Short-Term National Muni Bond ETF worth $947K as of Q2 2026.
Gradient Investments bought 223 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $23.7K.
iShares Short-Term National Muni Bond ETF made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #324 holding.
Gradient Investments first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and has held it in 19 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.