IFG Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

IFG 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	$1.77M	Buy	16,624 +993	+6%	+$106K	0.24%	50
2026 Q1	$1.66M	Buy	15,631 +254	+2%	+$27.2K	0.27%	45
2025 Q4	$1.64M	Buy	15,377 +1,685	+12%	+$180K	0.27%	44
2025 Q3	$1.46M	Buy	13,692 +2,277	+20%	+$243K	0.24%	46
2025 Q2	$1.21M	Buy	11,415 +825	+8%	+$87.1K	0.2%	53
2025 Q1	$1.12M	Sell	10,590 -1,233	-10%	-$130K	0.22%	52
2024 Q4	$1.25M	Buy	+11,823	New	+$1.25M	0.25%	49

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

IFG Advisors's SUB Position: Q2 2026 in Review

IFG Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 6.4% in Q2 2026, buying an estimated $106K and bringing the position to 16,624 shares worth $1.77M. The position accounts for 0.24% of the portfolio, ranked #50.

IFG Advisors first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

IFG Advisors held 16,624 shares of iShares Short-Term National Muni Bond ETF worth $1.77M as of Q2 2026.
IFG Advisors bought 993 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $106K.
iShares Short-Term National Muni Bond ETF made up 0.24% of IFG Advisors's portfolio in Q2 2026, its #50 holding.
IFG Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.