GC
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Grimes & Company’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Grimes & Company’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 		$558K Buy
5,243
+33
+0.6% +$3.51K 0.01% 301
2026
Q1 		$555K Sell
5,210
-54
-1% -$5.78K 0.02% 294
2025
Q4 		$562K Sell
5,264
-489
-8% -$52.1K 0.01% 299
2025
Q3 		$614K Sell
5,753
-541,857
-99% -$57.9M 0.02% 288
2025
Q2 		$58.2M Buy
547,610
+542,622
+10,879% +$57.3M 1.58% 13
2025
Q1 		$527K Sell
4,988
-215
-4% -$22.7K 0.02% 234
2024
Q4 		$549K Sell
5,203
-407
-7% -$43K 0.02% 241
2024
Q3 		$596K Buy
5,610
+28
+0.5% +$2.95K 0.02% 219
2024
Q2 		$584K Buy
5,582
+29
+0.5% +$3.03K 0.02% 210
2024
Q1 		$582K Sell
5,553
-3,596
-39% -$378K 0.02% 215
2023
Q4 		$965K Sell
9,149
-2,547
-22% -$265K 0.03% 175
2023
Q3 		$1.2M Sell
11,696
-598,965
-98% -$62.1M 0.05% 147
2023
Q2 		$63.5M Sell
610,661
-17,751
-3% -$1.85M 2.25% 11
2023
Q1 		$65.8M Sell
628,412
-933
-0.1% -$97.4K 2.7% 9
2022
Q4 		$65.6M Buy
+629,345
New +$65.1M 2.77% 6
2020
Q2 		– Sell
-2,128
Closed -$226K – 259
2020
Q1 		$226K Hold
2,128
– – 0.02% 203
2019
Q4 		$227K Hold
2,128
– – 0.01% 241
2019
Q3 		$227K Hold
2,128
– – 0.02% 230
2019
Q2 		$227K Hold
2,128
– – 0.02% 226
2019
Q1 		$226K Hold
2,128
– – 0.02% 225
2018
Q4 		$224K Sell
2,128
-6,535
-75% -$684K 0.02% 211
2018
Q3 		$907K Sell
8,663
-7,400
-46% -$777K 0.07% 123
2018
Q2 		$1.69M Sell
16,063
-127
-0.8% -$13.3K 0.15% 101
2018
Q1 		$1.7M Buy
16,190
+127
+0.8% +$13.3K 0.16% 98
2017
Q4 		$1.69M Sell
16,063
-7,146
-31% -$753K 0.16% 96
2017
Q3 		$2.46M Hold
23,209
– – 0.26% 78
2017
Q2 		$2.46M Sell
23,209
-947
-4% -$100K 0.27% 80
2017
Q1 		$2.55M Hold
24,156
– – 0.28% 77
2016
Q4 		$2.54M Hold
24,156
– – 0.29% 77
2016
Q3 		$2.56M Hold
24,156
– – 0.34% 74
2016
Q2 		$2.57M Buy
24,156
+2,351
+11% +$250K 0.34% 75
2016
Q1 		$2.31M Hold
21,805
– – 0.3% 76
2015
Q4 		$2.31M Sell
21,805
-1,477
-6% -$156K 0.31% 73
2015
Q3 		$2.47M Buy
+23,282
New +$2.46M 0.32% 77

Other funds holding SUB

AC
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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Grimes & Company's SUB Position: Q2 2026 in Review

Grimes & Company increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.63% in Q2 2026, buying an estimated $3.51K and bringing the position to 5,243 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #301.

Grimes & Company first reported a position in SUB in Q3 2015 and has held it in 34 quarters since. The position peaked at $65.8M in Q1 2023. 185 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Grimes & Company held 5,243 shares of iShares Short-Term National Muni Bond ETF worth $558K as of Q2 2026.
  • Grimes & Company bought 33 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $3.51K.
  • iShares Short-Term National Muni Bond ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #301 holding.
  • Grimes & Company first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2015 and has held it in 34 quarters since.
  • Grimes & Company's iShares Short-Term National Muni Bond ETF position peaked at $65.8M in Q1 2023.
  • 185 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.