IAA
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Independent Advisor Alliance's SUB Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026: 10,504 shares worth $1.12M. The stake represents 0.01% of the portfolio and ranks #774 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in SUB as recently as Q4 2024.

Independent Advisor Alliance first reported a position in SUB in Q4 2019 and has held it in 3 quarters since. The position peaked at $2.77M in Q4 2019. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • Independent Advisor Alliance held 10,504 shares of iShares Short-Term National Muni Bond ETF worth $1.12M as of Q1 2026.
  • iShares Short-Term National Muni Bond ETF was a new Independent Advisor Alliance position in Q1 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #774 holding.
  • Independent Advisor Alliance first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and has held it in 3 quarters since.
  • Independent Advisor Alliance's iShares Short-Term National Muni Bond ETF position peaked at $2.77M in Q4 2019.
  • 883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.