Independent Advisor Alliance’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Independent Advisor Alliance’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	–	Sell	-10,504	Closed	-$1.12M	–	1564
2026 Q1	$1.12M	Buy	+10,504	New	+$1.12M	0.01%	774
2025 Q1	–	Sell	-15,500	Closed	-$1.63M	–	1308
2024 Q4	$1.63M	Buy	+15,500	New	+$1.64M	0.02%	572
2020 Q1	–	Sell	-25,965	Closed	-$2.77M	–	806
2019 Q4	$2.77M	Buy	+25,965	New	+$2.77M	0.12%	184

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

Independent Advisor Alliance's SUB Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026, closing a stake of 10,504 shares — an estimated $1.12M sold.

Independent Advisor Alliance first reported a position in SUB in Q4 2019 and held it in 3 quarters. The position peaked at $2.77M in Q4 2019. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 10,504 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.12M.
Independent Advisor Alliance first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's iShares Short-Term National Muni Bond ETF position peaked at $2.77M in Q4 2019.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.