Hilltop Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Hilltop Partners’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	$639K	Hold	5,998	–	–	0.15%	82
2026 Q1	$639K	Sell	5,998 -221	-4%	-$23.7K	0.16%	65
2025 Q4	$664K	Buy	6,219 +1	+0%	+$107	0.17%	64
2025 Q3	$664K	Buy	6,218 +1	+0%	+$107	0.2%	61
2025 Q2	$661K	Sell	6,217 -97	-2%	-$10.2K	0.2%	63
2025 Q1	$667K	Sell	6,314 -2,293	-27%	-$242K	0.23%	61
2024 Q4	$908K	Sell	8,607 -780	-8%	-$82.4K	0.31%	50
2024 Q3	$997K	Sell	9,387 -188	-2%	-$19.8K	0.34%	41
2024 Q2	$1M	Hold	9,575	–	–	0.37%	40
2024 Q1	$1M	Buy	9,575 +1	+0%	+$105	0.36%	42
2023 Q4	$1.01M	Sell	9,574 -857	-8%	-$89.1K	0.4%	37
2023 Q3	$1.07M	Sell	10,431 -4,336	-29%	-$450K	0.45%	30
2023 Q2	$1.54M	Sell	14,767 -6,071	-29%	-$632K	0.64%	25
2023 Q1	$2.18M	Sell	20,838 -14,948	-42%	-$1.56M	0.98%	24
2022 Q4	$3.73M	Buy	+35,786	New	+$3.7M	1.99%	11

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

Hilltop Partners's SUB Position: Q2 2026 in Review

Hilltop Partners held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 5,998 shares worth $639K. The position accounts for 0.15% of the portfolio, ranked #82.

Hilltop Partners first reported a position in SUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.73M in Q4 2022. 912 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Hilltop Partners held 5,998 shares of iShares Short-Term National Muni Bond ETF worth $639K as of Q2 2026.
Hilltop Partners left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.15% of Hilltop Partners's portfolio in Q2 2026, its #82 holding.
Hilltop Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
Hilltop Partners's iShares Short-Term National Muni Bond ETF position peaked at $3.73M in Q4 2022.
912 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Hilltop Partners's 13F filing for Q2 2026, filed 5 Aug 2026.