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

HUB Investment 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	$6.07M	Buy	56,968 +1,472	+3%	+$157K	0.11%	157
2026 Q1	$5.91M	Buy	+55,496	New	+$5.94M	0.14%	131
2023 Q4	–	Sell	-10,436	Closed	-$1.07M	–	425
2023 Q3	$1.07M	Hold	10,436	–	–	0.16%	91
2023 Q2	$1.09M	Hold	10,436	–	–	0.18%	87
2023 Q1	$1.09M	Buy	+10,436	New	+$1.09M	0.23%	80

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

HUB Investment Partners's SUB Position: Q2 2026 in Review

HUB Investment Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.7% in Q2 2026, buying an estimated $157K and bringing the position to 56,968 shares worth $6.07M. The position accounts for 0.11% of the portfolio, ranked #157.

HUB Investment Partners first reported a position in SUB in Q1 2023 and has held it in 5 quarters since. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

HUB Investment Partners held 56,968 shares of iShares Short-Term National Muni Bond ETF worth $6.07M as of Q2 2026.
HUB Investment Partners bought 1,472 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $157K.
iShares Short-Term National Muni Bond ETF made up 0.11% of HUB Investment Partners's portfolio in Q2 2026, its #157 holding.
HUB Investment Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 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 HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.