Hobart Private Capital’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Hobart Private Capital’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	$1.22M	Sell	11,454 -4,982	-30%	-$530K	0.21%	69
2026 Q1	$1.75M	Sell	16,436 -1,044	-6%	-$112K	0.34%	52
2025 Q4	$1.87M	Sell	17,480 -143	-0.8%	-$15.2K	0.36%	52
2025 Q3	$1.88M	Buy	17,623 +4,369	+33%	+$467K	0.39%	49
2025 Q2	$1.41M	Buy	13,254 +7,176	+118%	+$758K	0.32%	51
2025 Q1	$642K	Buy	6,078 +2,628	+76%	+$278K	0.16%	61
2024 Q4	$364K	Buy	+3,450	New	+$364K	0.09%	68

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

Hobart Private Capital's SUB Position: Q2 2026 in Review

Hobart Private Capital reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 30% in Q2 2026, selling an estimated $530K and leaving 11,454 shares worth $1.22M. The position accounts for 0.21% of the portfolio, ranked #69.

Hobart Private Capital first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.88M in Q3 2025. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Hobart Private Capital held 11,454 shares of iShares Short-Term National Muni Bond ETF worth $1.22M as of Q2 2026.
Hobart Private Capital sold 4,982 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $530K.
iShares Short-Term National Muni Bond ETF made up 0.21% of Hobart Private Capital's portfolio in Q2 2026, its #69 holding.
Hobart Private Capital first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Hobart Private Capital's iShares Short-Term National Muni Bond ETF position peaked at $1.88M in Q3 2025.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.