IAM Advisory’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

IAM Advisory’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	$1.33M	Buy	12,474 +75	+0.6%	+$7.98K	0.26%	56
2026 Q1	$1.32M	Buy	12,399 +77	+0.6%	+$8.24K	0.3%	54
2025 Q4	$1.31M	Sell	12,322 -3,331	-21%	-$355K	0.29%	49
2025 Q3	$1.67M	Sell	15,653 -95	-0.6%	-$10.1K	0.38%	44
2025 Q2	$1.67M	Sell	15,748 -28	-0.2%	-$2.96K	0.4%	42
2025 Q1	$1.67M	Sell	15,776 -1,265	-7%	-$134K	0.43%	40
2024 Q4	$1.8M	Buy	17,041 +161	+1%	+$17K	0.46%	39
2024 Q3	$1.79M	Buy	16,880 +271	+2%	+$28.6K	0.45%	43
2024 Q2	$1.74M	Buy	16,609 +559	+3%	+$58.4K	0.47%	39
2024 Q1	$1.68M	Buy	16,050 +6,018	+60%	+$632K	0.46%	39
2023 Q4	$1.06M	Buy	10,032 +127	+1%	+$13.2K	0.33%	45
2023 Q3	$1.02M	Buy	9,905 +1,225	+14%	+$127K	0.36%	43
2023 Q2	$903K	Buy	8,680 +111	+1%	+$11.6K	0.31%	45
2023 Q1	$897K	Buy	8,569 +22	+0.3%	+$2.3K	0.31%	48
2022 Q4	$891K	Buy	8,547 +5,182	+154%	+$536K	0.33%	44
2022 Q3	$345K	Buy	3,365 +1,168	+53%	+$122K	0.15%	63
2022 Q2	$230K	Buy	+2,197	New	+$229K	0.09%	71

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

IAM Advisory's SUB Position: Q2 2026 in Review

IAM Advisory increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.6% in Q2 2026, buying an estimated $7.98K and bringing the position to 12,474 shares worth $1.33M. The position accounts for 0.26% of the portfolio, ranked #56.

IAM Advisory first reported a position in SUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.8M in Q4 2024. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

IAM Advisory held 12,474 shares of iShares Short-Term National Muni Bond ETF worth $1.33M as of Q2 2026.
IAM Advisory bought 75 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $7.98K.
iShares Short-Term National Muni Bond ETF made up 0.26% of IAM Advisory's portfolio in Q2 2026, its #56 holding.
IAM Advisory first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
IAM Advisory's iShares Short-Term National Muni Bond ETF position peaked at $1.8M in Q4 2024.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.