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

Integrated Advisors Network’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	$6.56M	Buy	61,637 +9,375	+18%	+$998K	0.3%	80
2026 Q1	$5.57M	Sell	52,262 -35,681	-41%	-$3.82M	0.29%	87
2025 Q4	$9.38M	Sell	87,943 -2,923	-3%	-$311K	0.42%	51
2025 Q3	$9.7M	Sell	90,866 -3,352	-4%	-$358K	0.41%	54
2025 Q2	$10M	Buy	94,218 +29,544	+46%	+$3.12M	0.45%	45
2025 Q1	$6.83M	Sell	64,674 -18,326	-22%	-$1.94M	0.34%	70
2024 Q4	$8.75M	Sell	83,000 -4,844	-6%	-$512K	0.42%	48
2024 Q3	$9.33M	Sell	87,844 -9,899	-10%	-$1.04M	0.44%	49
2024 Q2	$10.2M	Sell	97,743 -2,497	-2%	-$261K	0.52%	35
2024 Q1	$10.5M	Buy	100,240 +3,532	+4%	+$371K	0.53%	37
2023 Q4	$10.2M	Sell	96,708 -11,393	-11%	-$1.19M	0.58%	33
2023 Q3	$11.1M	Buy	108,101 +1,061	+1%	+$110K	0.68%	24
2023 Q2	$11.1M	Sell	107,040 -8,164	-7%	-$850K	0.64%	28
2023 Q1	$12.1M	Buy	115,204 +5,755	+5%	+$601K	0.72%	22
2022 Q4	$11.4M	Sell	109,449 -16,067	-13%	-$1.66M	0.74%	25
2022 Q3	$12.9M	Sell	125,516 -31,105	-20%	-$3.25M	0.88%	17
2022 Q2	$16.4M	Sell	156,621 -4,450	-3%	-$463K	1.07%	14
2022 Q1	$16.8M	Buy	161,071 +4,106	+3%	+$435K	0.99%	15
2021 Q4	$16.9M	Buy	156,965 +36,181	+30%	+$3.89M	0.99%	19
2021 Q3	$13M	Buy	120,784 +23,054	+24%	+$2.49M	0.86%	21
2021 Q2	$10.5M	Sell	97,730 -30,771	-24%	-$3.32M	0.78%	26
2021 Q1	$13.9M	Buy	128,501 +33,087	+35%	+$3.57M	1.27%	11
2020 Q4	$10.3M	Sell	95,414 -664	-0.7%	-$71.7K	1.13%	15
2020 Q3	$10.4M	Buy	96,078 +770	+0.8%	+$83.2K	1.31%	13
2020 Q2	$10.3M	Buy	95,308 +20,811	+28%	+$2.23M	1.2%	16
2020 Q1	$7.92M	Buy	74,497 +31,264	+72%	+$3.32M	1.55%	11
2019 Q4	$4.62M	Buy	+43,233	New	+$4.61M	0.62%	35

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

Integrated Advisors Network's SUB Position: Q2 2026 in Review

Integrated Advisors Network increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 18% in Q2 2026, buying an estimated $998K and bringing the position to 61,637 shares worth $6.56M. The position accounts for 0.3% of the portfolio, ranked #80.

Integrated Advisors Network first reported a position in SUB in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.9M in Q4 2021. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Integrated Advisors Network held 61,637 shares of iShares Short-Term National Muni Bond ETF worth $6.56M as of Q2 2026.
Integrated Advisors Network bought 9,375 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $998K.
iShares Short-Term National Muni Bond ETF made up 0.3% of Integrated Advisors Network's portfolio in Q2 2026, its #80 holding.
Integrated Advisors Network first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
Integrated Advisors Network's iShares Short-Term National Muni Bond ETF position peaked at $16.9M in Q4 2021.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.