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

IFG 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	$1.92M	Buy	+18,050	New	+$1.92M	0.07%	299
2026 Q1	–	Sell	-8,967	Closed	-$957K	–	812
2025 Q4	$957K	Buy	8,967 +1,181	+15%	+$126K	0.04%	368
2025 Q3	$831K	Buy	7,786 +179	+2%	+$19.1K	0.04%	392
2025 Q2	$809K	Buy	7,607 +1,488	+24%	+$157K	0.04%	385
2025 Q1	$646K	Buy	6,119 +261	+4%	+$27.6K	0.04%	383
2024 Q4	$618K	Buy	+5,858	New	+$619K	0.04%	376
2024 Q3	–	Sell	-3,240	Closed	-$339K	–	588
2024 Q2	$339K	Buy	+3,240	New	+$338K	0.02%	482
2024 Q1	–	Sell	-5,898	Closed	-$622K	–	549
2023 Q4	$622K	Buy	5,898 +868	+17%	+$90.3K	0.05%	330
2023 Q3	$517K	Buy	+5,030	New	+$522K	0.04%	336
2023 Q2	–	Sell	-5,604	Closed	-$587K	–	472
2023 Q1	$587K	Sell	5,604 -604	-10%	-$63.1K	0.05%	289
2022 Q4	$647K	Sell	6,208 -1,158	-16%	-$120K	0.06%	272
2022 Q3	$756K	Sell	7,366 -557	-7%	-$58.1K	0.07%	252
2022 Q2	$829K	Sell	7,923 -1,456	-16%	-$151K	0.09%	222
2022 Q1	$981K	Sell	9,379 -1,058	-10%	-$112K	0.1%	209
2021 Q4	$1.12M	Sell	10,437 -1,206	-10%	-$130K	0.11%	192
2021 Q3	$1.25M	Sell	11,643 -367	-3%	-$39.6K	0.13%	176
2021 Q2	$1.29M	Buy	12,010 +2,345	+24%	+$253K	0.14%	171
2021 Q1	$1.04M	Buy	9,665 +483	+5%	+$52.1K	0.13%	186
2020 Q4	$992K	Buy	9,182 +103	+1%	+$11.1K	0.14%	171
2020 Q3	$981K	Buy	9,079 +1,306	+17%	+$141K	0.16%	151
2020 Q2	$838K	Buy	7,773 +574	+8%	+$61.5K	0.15%	161
2020 Q1	$765K	Buy	7,199 +71	+1%	+$7.55K	0.17%	148
2019 Q4	$761K	Buy	7,128 +242	+4%	+$25.8K	0.14%	176
2019 Q3	$733K	Buy	+6,886	New	+$735K	0.14%	178
2018 Q2	–	Sell	-4,206	Closed	-$441K	–	352
2018 Q1	$441K	Buy	4,206 +163	+4%	+$17.1K	0.1%	200
2017 Q4	$424K	Buy	+4,043	New	+$426K	0.1%	200

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 Advisory's SUB Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 18,050 shares worth $1.92M. The stake represents 0.07% of the portfolio and ranks #299 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SUB as recently as Q4 2025.

IFG Advisory first reported a position in SUB in Q4 2017 and has held it in 26 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

IFG Advisory held 18,050 shares of iShares Short-Term National Muni Bond ETF worth $1.92M as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new IFG Advisory position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.07% of IFG Advisory's portfolio in Q2 2026, its #299 holding.
IFG Advisory first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2017 and has held it in 26 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.