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Investment Advisory Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Investment Advisory Group’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 		$369K Hold
3,464
– – 0.09% 137
2025
Q4 		$370K Buy
+3,464
New +$369K 0.1% 132

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

Investment Advisory Group's SUB Position: Q1 2026 in Review

Investment Advisory Group held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q1 2026 at 3,464 shares worth $369K. The position accounts for 0.09% of the portfolio, ranked #137.

Investment Advisory Group first reported a position in SUB in Q4 2025 and has held it in 2 quarters since. The position peaked at $370K in Q4 2025. 884 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • Investment Advisory Group held 3,464 shares of iShares Short-Term National Muni Bond ETF worth $369K as of Q1 2026.
  • Investment Advisory Group left its iShares Short-Term National Muni Bond ETF share count unchanged in Q1 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.09% of Investment Advisory Group's portfolio in Q1 2026, its #137 holding.
  • Investment Advisory Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Investment Advisory Group's iShares Short-Term National Muni Bond ETF position peaked at $370K in Q4 2025.
  • 884 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.