Greenspring Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Greenspring Advisors’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 Q1	$4.43M	Buy	41,625 +759	+2%	+$81.2K	0.27%	49
2025 Q4	$4.36M	Buy	40,866 +21,461	+111%	+$2.29M	0.27%	49
2025 Q3	$2.07M	Buy	+19,405	New	+$2.07M	0.37%	18
2025 Q1	$1.54M	Hold	14,607	–	–	0.37%	23
2024 Q4	$1.54M	Buy	14,607 +6,787	+87%	+$717K	0.34%	25
2024 Q3	$830K	Hold	7,820	–	–	0.18%	36
2024 Q2	$818K	Sell	7,820 -6,181	-44%	-$646K	0.2%	30
2024 Q1	$1.47M	Hold	14,001	–	–	0.37%	21
2023 Q4	$1.48M	Sell	14,001 -8,635	-38%	-$898K	0.41%	20
2023 Q3	$2.33M	Sell	22,636 -1,935	-8%	-$201K	0.74%	12
2023 Q2	$2.56M	Sell	24,571 -17,667	-42%	-$1.84M	0.78%	12
2023 Q1	$4.42M	Sell	42,238 -3,897	-8%	-$407K	0.97%	13
2022 Q4	$4.81M	Buy	46,135 +17,605	+62%	+$1.82M	1.28%	10
2022 Q3	$2.93M	Sell	28,530 -828	-3%	-$86.4K	0.9%	10
2022 Q2	$3.07M	Buy	29,358 +14,914	+103%	+$1.55M	0.9%	11
2022 Q1	$1.51M	Buy	14,444 +8,476	+142%	+$897K	0.4%	25
2021 Q4	$641K	Buy	+5,968	New	+$641K	0.17%	48

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Greenspring Advisors's SUB Position: Q1 2026 in Review

Greenspring Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.9% in Q1 2026, buying an estimated $81.2K and bringing the position to 41,625 shares worth $4.43M. The position accounts for 0.27% of the portfolio, ranked #49.

Greenspring Advisors first reported a position in SUB in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.81M in Q4 2022. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Greenspring Advisors held 41,625 shares of iShares Short-Term National Muni Bond ETF worth $4.43M as of Q1 2026.
Greenspring Advisors bought 759 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $81.2K.
iShares Short-Term National Muni Bond ETF made up 0.27% of Greenspring Advisors's portfolio in Q1 2026, its #49 holding.
Greenspring Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 17 quarters since.
Greenspring Advisors's iShares Short-Term National Muni Bond ETF position peaked at $4.81M in Q4 2022.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.