Greykasell Wealth Strategies’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Greykasell Wealth Strategies’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	$31.3K	Hold	294	–	–	0.01%	274
2026 Q1	$31.3K	Hold	294	–	–	0.01%	286
2025 Q4	$31.4K	Buy	294 +14	+5%	+$1.49K	0.01%	275
2025 Q3	$29.9K	Hold	280	–	–	0.01%	230
2025 Q2	$29.8K	Hold	280	–	–	0.01%	206
2025 Q1	$29.6K	Buy	+280	New	+$29.6K	0.02%	204

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

Greykasell Wealth Strategies's SUB Position: Q2 2026 in Review

Greykasell Wealth Strategies held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 294 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #274.

Greykasell Wealth Strategies first reported a position in SUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $31.4K in Q4 2025. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Greykasell Wealth Strategies held 294 shares of iShares Short-Term National Muni Bond ETF worth $31.3K as of Q2 2026.
Greykasell Wealth Strategies left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.01% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #274 holding.
Greykasell Wealth Strategies first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
Greykasell Wealth Strategies's iShares Short-Term National Muni Bond ETF position peaked at $31.4K in Q4 2025.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.