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Greenup Street Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Greenup Street Wealth Management’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 		$1.01M Sell
9,485
-11,559
-55% -$1.23M 0.12% 70
2026
Q1 		$2.24M Sell
21,044
-6,157
-23% -$659K 0.32% 55
2025
Q4 		$2.9M Sell
27,201
-1,689
-6% -$180K 0.42% 46
2025
Q3 		$3.08M Sell
28,890
-1,575
-5% -$168K 0.47% 44
2025
Q2 		$3.24M Buy
30,465
+3,052
+11% +$322K 0.56% 37
2025
Q1 		$2.89M Buy
27,413
+1,940
+8% +$205K 0.57% 37
2024
Q4 		$2.69M Sell
25,473
-863
-3% -$91.2K 0.53% 35
2024
Q3 		$2.8M Buy
26,336
+3,442
+15% +$363K 0.58% 36
2024
Q2 		$2.39M Buy
22,894
+237
+1% +$24.8K 0.56% 36
2024
Q1 		$2.37M Buy
22,657
+1,100
+5% +$115K 0.6% 37
2023
Q4 		$2.27M Buy
21,557
+3,714
+21% +$386K 0.63% 33
2023
Q3 		$1.84M Buy
17,843
+51
+0.3% +$5.29K 0.6% 34
2023
Q2 		$1.85M Sell
17,792
-481
-3% -$50.1K 0.51% 44
2023
Q1 		$1.91M Buy
18,273
+2,149
+13% +$224K 0.67% 30
2022
Q4 		$1.68M Sell
16,124
-7,094
-31% -$734K 0.7% 39
2022
Q3 		$2.38M Buy
23,218
+5,749
+33% +$600K 1.07% 26
2022
Q2 		$1.83M Buy
17,469
+2,298
+15% +$239K 0.86% 30
2022
Q1 		$1.59M Buy
15,171
+8,325
+122% +$881K 0.88% 38
2021
Q4 		$735K Buy
+6,846
New +$735K 0.43% 52

Other funds holding SUB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenup Street Wealth Management's SUB Position: Q2 2026 in Review

Greenup Street Wealth Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 55% in Q2 2026, selling an estimated $1.23M and leaving 9,485 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #70.

Greenup Street Wealth Management first reported a position in SUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.24M in Q2 2025. 630 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Greenup Street Wealth Management held 9,485 shares of iShares Short-Term National Muni Bond ETF worth $1.01M as of Q2 2026.
  • Greenup Street Wealth Management sold 11,559 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.23M.
  • iShares Short-Term National Muni Bond ETF made up 0.12% of Greenup Street Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Greenup Street Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Greenup Street Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $3.24M in Q2 2025.
  • 630 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.