IHT Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

IHT Wealth Management’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	$497K	Buy	4,670 +1,231	+36%	+$131K	0.01%	832
2026 Q1	$366K	Buy	3,439 +223	+7%	+$23.9K	0.01%	937
2025 Q4	$343K	Buy	3,216 +817	+34%	+$87.1K	0.01%	914
2025 Q3	$256K	Sell	2,399 -316	-12%	-$33.7K	0.01%	1004
2025 Q2	$289K	Sell	2,715 -2,398	-47%	-$253K	0.01%	905
2025 Q1	$540K	Buy	5,113 +332	+7%	+$35.1K	0.02%	647
2024 Q4	$504K	Sell	4,781 -73	-2%	-$7.71K	0.02%	681
2024 Q3	$515K	Sell	4,854 -1,600	-25%	-$169K	0.01%	714
2024 Q2	$675K	Buy	+6,454	New	+$674K	0.03%	543
2022 Q1	–	Sell	-3,993	Closed	-$429K	–	847
2021 Q4	$429K	Buy	+3,993	New	+$429K	0.03%	483
2020 Q3	–	Sell	-5,640	Closed	-$608K	–	689
2020 Q2	$608K	Sell	5,640 -7,207	-56%	-$772K	0.08%	251
2020 Q1	$1.37M	Sell	12,847 -15,984	-55%	-$1.7M	0.2%	125
2019 Q4	$3.08M	Buy	28,831 +10,605	+58%	+$1.13M	0.36%	62
2019 Q3	$1.94M	Sell	18,226 -852	-4%	-$91K	0.26%	90
2019 Q2	$2.03M	Sell	19,078 -541	-3%	-$57.4K	0.3%	82
2019 Q1	$2.08M	Sell	19,619 -41,038	-68%	-$4.33M	0.35%	71
2018 Q4	$6.39M	Sell	60,657 -4,143	-6%	-$434K	1.23%	10
2018 Q3	$6.79M	Buy	64,800 +32,563	+101%	+$3.42M	1.47%	6
2018 Q2	$3.39M	Sell	32,237 -3,335	-9%	-$349K	0.87%	21
2018 Q1	$3.73M	Sell	35,572 -3,449	-9%	-$362K	1%	10
2017 Q4	$4.09M	Buy	39,021 +838	+2%	+$88.4K	1.08%	8
2017 Q3	$4.04M	Buy	38,183 +30,320	+386%	+$3.22M	1.72%	5
2017 Q2	$8K	Buy	7,863 +6,930	+743%	+$734K	﹤0.01%	1024
2017 Q1	$98K	Buy	933 +250	+37%	+$26.4K	0.07%	281
2016 Q4	$72K	Buy	+683	New	+$72K	0.05%	324

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

IHT Wealth Management's SUB Position: Q2 2026 in Review

IHT Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 36% in Q2 2026, buying an estimated $131K and bringing the position to 4,670 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #832.

IHT Wealth Management first reported a position in SUB in Q4 2016 and has held it in 25 quarters since. The position peaked at $6.79M in Q3 2018. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

IHT Wealth Management held 4,670 shares of iShares Short-Term National Muni Bond ETF worth $497K as of Q2 2026.
IHT Wealth Management bought 1,231 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $131K.
iShares Short-Term National Muni Bond ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #832 holding.
IHT Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2016 and has held it in 25 quarters since.
IHT Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $6.79M in Q3 2018.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.