Hudson Valley Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Hudson Valley Investment Advisors’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	$1.03M	Sell	9,715 -3,038	-24%	-$323K	0.13%	97
2026 Q1	$1.36M	Hold	12,753	–	–	0.18%	91
2025 Q4	$1.36M	Buy	12,753 +700	+6%	+$74.6K	0.15%	94
2025 Q3	$1.29M	Buy	12,053 +775	+7%	+$82.8K	0.13%	99
2025 Q2	$1.2M	Hold	11,278	–	–	0.13%	98
2025 Q1	$1.19M	Hold	11,278	–	–	0.14%	89
2024 Q4	$1.19M	Hold	11,278	–	–	0.13%	91
2024 Q3	$1.2M	Buy	11,278 +4,063	+56%	+$429K	0.13%	92
2024 Q2	$760K	Sell	7,215 -2,393	-25%	-$250K	0.1%	111
2024 Q1	$1.01M	Buy	9,608 +2,393	+33%	+$251K	0.12%	98
2023 Q4	$760K	Buy	7,215 +2,515	+54%	+$262K	0.1%	111
2023 Q3	$483K	Buy	4,700 +2,000	+74%	+$207K	0.07%	135
2023 Q2	$281K	Buy	+2,700	New	+$281K	0.04%	174

Other funds holding SUB

HIG

Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Hudson Valley Investment Advisors's SUB Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 24% in Q2 2026, selling an estimated $323K and leaving 9,715 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #97.

Hudson Valley Investment Advisors first reported a position in SUB in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.36M in Q4 2025. 462 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Hudson Valley Investment Advisors held 9,715 shares of iShares Short-Term National Muni Bond ETF worth $1.03M as of Q2 2026.
Hudson Valley Investment Advisors sold 3,038 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $323K.
iShares Short-Term National Muni Bond ETF made up 0.13% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #97 holding.
Hudson Valley Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2023 and has held it in 13 quarters since.
Hudson Valley Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.36M in Q4 2025.
462 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.