IA
SUB icon

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

Invested Advisors’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 		$4.73M Sell
44,469
-1,020
-2% -$109K 4.19% 2
2026
Q1 		$4.84M Buy
45,489
+2,296
+5% +$246K 4.89% 2
2025
Q4 		$4.61M Buy
43,193
+2,593
+6% +$276K 4.77% 2
2025
Q3 		$4.28M Buy
+40,600
New +$4.34M 6.24% 2

Other funds holding SUB

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

Invested Advisors's SUB Position: Q2 2026 in Review

Invested Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.2% in Q2 2026, selling an estimated $109K and leaving 44,469 shares worth $4.73M. The position accounts for 4.19% of the portfolio, ranked #2.

Invested Advisors first reported a position in SUB in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.84M in Q1 2026. 553 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Invested Advisors held 44,469 shares of iShares Short-Term National Muni Bond ETF worth $4.73M as of Q2 2026.
  • Invested Advisors sold 1,020 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $109K.
  • iShares Short-Term National Muni Bond ETF made up 4.19% of Invested Advisors's portfolio in Q2 2026, its #2 holding.
  • Invested Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's iShares Short-Term National Muni Bond ETF position peaked at $4.84M in Q1 2026.
  • 553 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.