Greenwood Gearhart’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Greenwood Gearhart’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	$1.6M	Hold	15,000	–	–	0.07%	64
2026 Q1	$1.6M	Hold	15,000	–	–	0.09%	57
2025 Q4	$1.6M	Hold	15,000	–	–	0.09%	54
2025 Q3	$1.6M	Hold	15,000	–	–	0.09%	54
2025 Q2	$1.6M	Sell	15,000 -37	-0.2%	-$3.91K	0.1%	54
2025 Q1	$1.59M	Sell	15,037 -6,030	-29%	-$637K	0.11%	54
2024 Q4	$2.22M	Buy	+21,067	New	+$2.23M	0.15%	53

Other funds holding SUB

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Greenwood Gearhart's SUB Position: Q2 2026 in Review

Greenwood Gearhart held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 15,000 shares worth $1.6M. The position accounts for 0.07% of the portfolio, ranked #64.

Greenwood Gearhart first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.22M in Q4 2024. 463 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Greenwood Gearhart held 15,000 shares of iShares Short-Term National Muni Bond ETF worth $1.6M as of Q2 2026.
Greenwood Gearhart left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.07% of Greenwood Gearhart's portfolio in Q2 2026, its #64 holding.
Greenwood Gearhart first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Greenwood Gearhart's iShares Short-Term National Muni Bond ETF position peaked at $2.22M in Q4 2024.
463 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.