Horizon Financial Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Horizon Financial Services’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	$52.3K	Buy	491 +20	+4%	+$2.13K	0.02%	142
2026 Q1	$50.2K	Hold	471	–	–	0.02%	107
2025 Q4	$50.3K	Hold	471	–	–	0.02%	98
2025 Q3	$50.3K	Sell	471 -8	-2%	-$854	0.02%	98
2025 Q2	$50.9K	Buy	+479	New	+$50.6K	0.03%	82

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

Horizon Financial Services's SUB Position: Q2 2026 in Review

Horizon Financial Services increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 4.2% in Q2 2026, buying an estimated $2.13K and bringing the position to 491 shares worth $52.3K. The position accounts for 0.02% of the portfolio, ranked #142.

Horizon Financial Services first reported a position in SUB in Q2 2025 and has held it in 5 quarters since. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Horizon Financial Services held 491 shares of iShares Short-Term National Muni Bond ETF worth $52.3K as of Q2 2026.
Horizon Financial Services bought 20 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $2.13K.
iShares Short-Term National Muni Bond ETF made up 0.02% of Horizon Financial Services's portfolio in Q2 2026, its #142 holding.
Horizon Financial Services first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.