Lido Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.73M | Sell |
25,633
-2,406
| -9% | -$256K | 0.01% | 692 |
|
|
2026
Q1 | $2.99M | Sell |
28,039
-1,776
| -6% | -$190K | 0.01% | 588 |
|
|
2025
Q4 | $3.18M | Buy |
29,815
+3,301
| +12% | +$352K | 0.01% | 583 |
|
|
2025
Q3 | $2.83M | Buy |
26,514
+18,061
| +214% | +$1.93M | 0.01% | 594 |
|
|
2025
Q2 | $899K | Buy |
8,453
+640
| +8% | +$67.6K | ﹤0.01% | 886 |
|
|
2025
Q1 | $825K | Buy |
7,813
+184
| +2% | +$19.4K | ﹤0.01% | 848 |
|
|
2024
Q4 | $805K | Sell |
7,629
-1,510
| -17% | -$159K | ﹤0.01% | 841 |
|
|
2024
Q3 | $970K | Hold |
9,139
| – | – | ﹤0.01% | 721 |
|
|
2024
Q2 | $955K | Sell |
9,139
-470
| -5% | -$49.1K | 0.01% | 675 |
|
|
2024
Q1 | $1.01M | Sell |
9,609
-1,558
| -14% | -$164K | 0.01% | 649 |
|
|
2023
Q4 | $1.18M | Sell |
11,167
-73
| -0.6% | -$7.59K | 0.01% | 555 |
|
|
2023
Q3 | $1.16M | Buy |
11,240
+1,477
| +15% | +$153K | 0.01% | 505 |
|
|
2023
Q2 | $1.02M | Sell |
9,763
-8,645
| -47% | -$900K | 0.01% | 530 |
|
|
2023
Q1 | $1.93M | Buy |
18,408
+10,104
| +122% | +$1.05M | 0.02% | 349 |
|
|
2022
Q4 | $866K | Buy |
8,304
+898
| +12% | +$92.9K | 0.01% | 439 |
|
|
2022
Q3 | $760K | Buy |
7,406
+3,778
| +104% | +$394K | 0.01% | 432 |
|
|
2022
Q2 | $379K | Sell |
3,628
-3,886
| -52% | -$404K | 0.01% | 633 |
|
|
2022
Q1 | $785K | Buy |
7,514
+80
| +1% | +$8.47K | 0.01% | 456 |
|
|
2021
Q4 | $798K | Buy |
7,434
+1,091
| +17% | +$117K | 0.01% | 468 |
|
|
2021
Q3 | $682K | Buy |
6,343
+2,087
| +49% | +$225K | 0.01% | 487 |
|
|
2021
Q2 | $459K | Sell |
4,256
-300
| -7% | -$32.3K | 0.01% | 572 |
|
|
2021
Q1 | $491K | Sell |
4,556
-1,270
| -22% | -$137K | 0.01% | 504 |
|
|
2020
Q4 | $629K | Buy |
+5,826
| New | +$629K | 0.01% | 426 |
|
|
2020
Q2 | – | Sell |
-10,420
| Closed | -$1.11M | – | 667 |
|
|
2020
Q1 | $1.11M | Buy |
10,420
+7,582
| +267% | +$806K | 0.05% | 212 |
|
|
2019
Q4 | $303K | Hold |
2,838
| – | – | 0.01% | 498 |
|
|
2019
Q3 | $302K | Sell |
2,838
-136
| -5% | -$14.5K | 0.02% | 448 |
|
|
2019
Q2 | $316K | Buy |
2,974
+136
| +5% | +$14.4K | 0.02% | 412 |
|
|
2019
Q1 | $300K | Buy |
+2,838
| New | +$300K | 0.02% | 391 |
|
|
2018
Q4 | – | Sell |
-3,057
| Closed | -$320K | – | 481 |
|
|
2018
Q3 | $320K | Hold |
3,057
| – | – | 0.03% | 325 |
|
|
2018
Q2 | $321K | Sell |
3,057
-156
| -5% | -$16.3K | 0.04% | 291 |
|
|
2018
Q1 | $336K | Buy |
+3,213
| New | +$337K | 0.05% | 264 |
|
|
2017
Q4 | – | Sell |
-3,685
| Closed | -$389K | – | 325 |
|
|
2017
Q3 | $389K | Buy |
+3,685
| New | +$391K | 0.06% | 172 |
|
Other funds holding SUB
Lido Advisors's SUB Position: Q2 2026 in Review
Lido Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 8.6% in Q2 2026, selling an estimated $256K and leaving 25,633 shares worth $2.73M. The position accounts for 0.01% of the portfolio, ranked #692.
Lido Advisors first reported a position in SUB in Q3 2017 and has held it in 32 quarters since. The position peaked at $3.18M in Q4 2025. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.
- Lido Advisors held 25,633 shares of iShares Short-Term National Muni Bond ETF worth $2.73M as of Q2 2026.
- Lido Advisors sold 2,406 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $256K.
- iShares Short-Term National Muni Bond ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #692 holding.
- Lido Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2017 and has held it in 32 quarters since.
- Lido Advisors's iShares Short-Term National Muni Bond ETF position peaked at $3.18M in Q4 2025.
- 909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.