Hill Island Financial’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Hill Island Financial’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	$900K	Buy	8,456 +218	+3%	+$23.2K	0.19%	42
2026 Q1	$877K	Buy	8,238 +372	+5%	+$39.8K	0.21%	36
2025 Q4	$839K	Buy	7,866 +1,013	+15%	+$108K	0.2%	38
2025 Q3	$732K	Buy	6,853 +164	+2%	+$17.5K	0.18%	39
2025 Q2	$711K	Sell	6,689 -2,859	-30%	-$302K	0.2%	39
2025 Q1	$1.01M	Sell	9,548 -384	-4%	-$40.6K	0.3%	30
2024 Q4	$1.05M	Sell	9,932 -88	-0.9%	-$9.29K	0.31%	34
2024 Q3	$1.06M	Sell	10,020 -238	-2%	-$25.1K	0.32%	29
2024 Q2	$1.07M	Sell	10,258 -649	-6%	-$67.8K	0.35%	27
2024 Q1	$1.14M	Buy	10,907 +2,082	+24%	+$219K	0.38%	25
2023 Q4	$930K	Buy	8,825 +51	+0.6%	+$5.3K	0.32%	27
2023 Q3	$902K	Sell	8,774 -288	-3%	-$29.9K	0.36%	28
2023 Q2	$943K	Buy	9,062 +10	+0.1%	+$1.04K	0.36%	29
2023 Q1	$942K	Sell	9,052 -98	-1%	-$10.2K	0.38%	28
2022 Q4	$954K	Sell	9,150 -40	-0.4%	-$4.14K	0.41%	27
2022 Q3	$943K	Sell	9,190 -498	-5%	-$52K	0.44%	21
2022 Q2	$1.01M	Sell	9,688 -3,645	-27%	-$379K	0.45%	22
2022 Q1	$1.4M	Buy	13,333 +1,543	+13%	+$163K	0.51%	20
2021 Q4	$1.27M	Buy	+11,790	New	+$1.27M	0.45%	25

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

Hill Island Financial's SUB Position: Q2 2026 in Review

Hill Island Financial increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.6% in Q2 2026, buying an estimated $23.2K and bringing the position to 8,456 shares worth $900K. The position accounts for 0.19% of the portfolio, ranked #42.

Hill Island Financial first reported a position in SUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.4M in Q1 2022. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Hill Island Financial held 8,456 shares of iShares Short-Term National Muni Bond ETF worth $900K as of Q2 2026.
Hill Island Financial bought 218 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $23.2K.
iShares Short-Term National Muni Bond ETF made up 0.19% of Hill Island Financial's portfolio in Q2 2026, its #42 holding.
Hill Island Financial first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
Hill Island Financial's iShares Short-Term National Muni Bond ETF position peaked at $1.4M in Q1 2022.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Hill Island Financial's 13F filing for Q2 2026, filed 11 Aug 2026.