Keyvantage Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Keyvantage Wealth’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	-2,623	Closed	-$279K	–	105
2026 Q1	$279K	Sell	2,623 -4	-0.2%	-$428	0.12%	80
2025 Q4	$280K	Sell	2,627 -58	-2%	-$6.18K	0.12%	75
2025 Q3	$287K	Hold	2,685	–	–	0.12%	76
2025 Q2	$286K	Sell	2,685 -628	-19%	-$66.3K	0.13%	76
2025 Q1	$350K	Sell	3,313 -1,877	-36%	-$198K	0.17%	71
2024 Q4	$547K	Buy	+5,190	New	+$548K	0.39%	44

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

Keyvantage Wealth's SUB Position: Q2 2026 in Review

Keyvantage Wealth sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026, closing a stake of 2,623 shares — an estimated $279K sold.

Keyvantage Wealth first reported a position in SUB in Q4 2024 and held it in 6 quarters. The position peaked at $547K in Q4 2024. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Keyvantage Wealth reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Keyvantage Wealth sold 2,623 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $279K.
Keyvantage Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and held it in 6 quarters.
Keyvantage Wealth's iShares Short-Term National Muni Bond ETF position peaked at $547K in Q4 2024.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.