Level Four Advisory Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Level Four Advisory Services’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	$300K	Buy	+2,821	New	+$300K	0.01%	770

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

Level Four Advisory Services's SUB Position: Q2 2026 in Review

Level Four Advisory Services opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 2,821 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #770 among its holdings.

909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Level Four Advisory Services held 2,821 shares of iShares Short-Term National Muni Bond ETF worth $300K as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new Level Four Advisory Services position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #770 holding.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.