GHI
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Gross & Hartman Investments’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Gross & Hartman Investments’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 		$30M Buy
281,424
+4,769
+2% +$508K 13.23% 2
2026
Q1 		$29.5M Buy
276,655
+857
+0.3% +$91.7K 15.32% 2
2025
Q4 		$29.4M Buy
+275,798
New +$29.4M 16.77% 2

Other funds holding SUB

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Gross & Hartman Investments's SUB Position: Q2 2026 in Review

Gross & Hartman Investments increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.7% in Q2 2026, buying an estimated $508K and bringing the position to 281,424 shares worth $30M. The position accounts for 13.23% of the portfolio, ranked #2.

Gross & Hartman Investments first reported a position in SUB in Q4 2025 and has held it in 3 quarters since. 885 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Gross & Hartman Investments held 281,424 shares of iShares Short-Term National Muni Bond ETF worth $30M as of Q2 2026.
  • Gross & Hartman Investments bought 4,769 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $508K.
  • iShares Short-Term National Muni Bond ETF made up 13.23% of Gross & Hartman Investments's portfolio in Q2 2026, its #2 holding.
  • Gross & Hartman Investments first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 885 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.