Harbor Investment Advisory’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Harbor Investment Advisory’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	$9.48K	Hold	89	–	–	﹤0.01%	1052
2026 Q1	$9.48K	Sell	89 -145	-62%	-$15.5K	﹤0.01%	915
2025 Q4	$25K	Buy	234 +20	+9%	+$2.13K	﹤0.01%	786
2025 Q3	$22.9K	Hold	214	–	–	﹤0.01%	772
2025 Q2	$22.8K	Buy	214 +16	+8%	+$1.69K	﹤0.01%	768
2025 Q1	$20.9K	Hold	198	–	–	﹤0.01%	764
2024 Q4	$20.9K	Buy	198 +145	+274%	+$15.3K	﹤0.01%	745
2024 Q3	$5.63K	Hold	53	–	–	﹤0.01%	966
2024 Q2	$5.54K	Hold	53	–	–	﹤0.01%	956
2024 Q1	$5.55K	Hold	53	–	–	﹤0.01%	960
2023 Q4	$5.59K	Hold	53	–	–	﹤0.01%	922
2023 Q3	$5.45K	Hold	53	–	–	﹤0.01%	904
2023 Q2	$5.51K	Hold	53	–	–	﹤0.01%	1117
2023 Q1	$5.55K	Hold	53	–	–	﹤0.01%	1117
2022 Q4	$5.53K	Hold	53	–	–	﹤0.01%	1097
2022 Q3	$5K	Sell	53 -103	-66%	-$10.8K	﹤0.01%	1145
2022 Q2	$16K	Buy	156 +53	+51%	+$5.51K	﹤0.01%	952
2022 Q1	$11K	Hold	103	–	–	﹤0.01%	1043
2021 Q4	$11K	Hold	103	–	–	﹤0.01%	1043
2021 Q3	$11K	Hold	103	–	–	﹤0.01%	1046
2021 Q2	$11K	Hold	103	–	–	﹤0.01%	1006
2021 Q1	$11K	Buy	+103	New	+$11.1K	﹤0.01%	974
2020 Q2	–	Sell	-4	Closed	–	–	1218
2020 Q1	$0	Buy	+4	New	+$425	﹤0.01%	1174

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

Harbor Investment Advisory's SUB Position: Q2 2026 in Review

Harbor Investment Advisory held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 89 shares worth $9.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Harbor Investment Advisory first reported a position in SUB in Q1 2020 and has held it in 23 quarters since. The position peaked at $25K in Q4 2025. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Harbor Investment Advisory held 89 shares of iShares Short-Term National Muni Bond ETF worth $9.48K as of Q2 2026.
Harbor Investment Advisory 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 Harbor Investment Advisory's portfolio in Q2 2026, its #1052 holding.
Harbor Investment Advisory first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2020 and has held it in 23 quarters since.
Harbor Investment Advisory's iShares Short-Term National Muni Bond ETF position peaked at $25K in Q4 2025.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.