Human Investing’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Human Investing’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	$1.43M	Buy	13,445 +1,958	+17%	+$208K	0.19%	32
2026 Q1	$1.22M	Buy	11,487 +145	+1%	+$15.5K	0.18%	33
2025 Q4	$1.21M	Sell	11,342 -884	-7%	-$94.2K	0.17%	35
2025 Q3	$1.31M	Sell	12,226 -747	-6%	-$79.8K	0.19%	34
2025 Q2	$1.38M	Sell	12,973 -306	-2%	-$32.3K	0.22%	34
2025 Q1	$1.4M	Buy	13,279 +516	+4%	+$54.5K	0.25%	33
2024 Q4	$1.35M	Buy	12,763 +709	+6%	+$74.9K	0.24%	34
2024 Q3	$1.28M	Buy	12,054 +1,638	+16%	+$173K	0.23%	36
2024 Q2	$1.09M	Sell	10,416 -2,190	-17%	-$229K	0.21%	36
2024 Q1	$1.32M	Buy	12,606 +244	+2%	+$25.6K	0.27%	35
2023 Q4	$1.3M	Buy	12,362 +1,015	+9%	+$106K	0.28%	34
2023 Q3	$1.17M	Sell	11,347 -239	-2%	-$24.8K	0.27%	35
2023 Q2	$1.21M	Buy	11,586 +622	+6%	+$64.7K	0.28%	35
2023 Q1	$1.15M	Sell	10,964 -1,039	-9%	-$108K	0.28%	37
2022 Q4	$1.25M	Sell	12,003 -48,103	-80%	-$4.98M	0.32%	37
2022 Q3	$6.17M	Sell	60,106 -43,057	-42%	-$4.49M	1.57%	13
2022 Q2	$10.8M	Buy	+103,163	New	+$10.7M	2.61%	11

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

Human Investing's SUB Position: Q2 2026 in Review

Human Investing increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 17% in Q2 2026, buying an estimated $208K and bringing the position to 13,445 shares worth $1.43M. The position accounts for 0.19% of the portfolio, ranked #32.

Human Investing first reported a position in SUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.8M in Q2 2022. 464 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Human Investing held 13,445 shares of iShares Short-Term National Muni Bond ETF worth $1.43M as of Q2 2026.
Human Investing bought 1,958 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $208K.
iShares Short-Term National Muni Bond ETF made up 0.19% of Human Investing's portfolio in Q2 2026, its #32 holding.
Human Investing first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
Human Investing's iShares Short-Term National Muni Bond ETF position peaked at $10.8M in Q2 2022.
464 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Human Investing's 13F filing for Q2 2026, filed 20 Jul 2026.