HI
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Harbour Investments’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Harbour 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 		$1.79M Sell
16,853
-918
-5% -$97.7K 0.02% 581
2026
Q1 		$1.89M Buy
17,771
+10,412
+141% +$1.11M 0.03% 509
2025
Q4 		$785K Sell
7,359
-74
-1% -$7.89K 0.02% 685
2025
Q3 		$794K Buy
7,433
+1,824
+33% +$195K 0.02% 644
2025
Q2 		$597K Buy
5,609
+336
+6% +$35.5K 0.02% 708
2025
Q1 		$557K Sell
5,273
-1,973
-27% -$209K 0.02% 678
2024
Q4 		$764K Buy
7,246
+1,737
+32% +$183K 0.02% 560
2024
Q3 		$585K Sell
5,509
-178
-3% -$18.8K 0.02% 612
2024
Q2 		$595K Sell
5,687
-1,487
-21% -$155K 0.02% 560
2024
Q1 		$751K Sell
7,174
-1,681
-19% -$176K 0.03% 476
2023
Q4 		$934K Sell
8,855
-384
-4% -$39.9K 0.04% 377
2023
Q3 		$950K Sell
9,239
-186
-2% -$19.3K 0.05% 339
2023
Q2 		$981K Buy
9,425
+1,444
+18% +$150K 0.05% 347
2023
Q1 		$835K Buy
7,981
+2,035
+34% +$212K 0.05% 353
2022
Q4 		$620K Buy
5,946
+332
+6% +$34.4K 0.04% 405
2022
Q3 		$588K Hold
5,614
– – 0.04% 385
2022
Q2 		$588K Buy
+5,614
New +$584K 0.04% 385
2021
Q4 		$497K Sell
4,632
-1,212
-21% -$130K 0.03% 433
2021
Q3 		$629K Buy
5,844
+1,623
+38% +$175K 0.02% 567
2021
Q2 		$455K Buy
4,221
+1,625
+63% +$175K 0.01% 717
2021
Q1 		$280K Buy
+2,596
New +$280K 0.01% 827

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Harbour Investments's SUB Position: Q2 2026 in Review

Harbour Investments reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 5.2% in Q2 2026, selling an estimated $97.7K and leaving 16,853 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #581.

Harbour Investments first reported a position in SUB in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.89M in Q1 2026. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Harbour Investments held 16,853 shares of iShares Short-Term National Muni Bond ETF worth $1.79M as of Q2 2026.
  • Harbour Investments sold 918 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $97.7K.
  • iShares Short-Term National Muni Bond ETF made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #581 holding.
  • Harbour Investments first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares Short-Term National Muni Bond ETF position peaked at $1.89M in Q1 2026.
  • 910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.