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

Lloyd 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 		– Sell
-189
Closed -$20.2K – 967
2026
Q1 		$20.2K Buy
+189
New +$20.2K 0.01% 383

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Morgan Stanley
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Lloyd Advisory Services's SUB Position: Q2 2026 in Review

Lloyd Advisory Services sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026, closing a stake of 189 shares — an estimated $20.2K sold.

Lloyd Advisory Services first reported a position in SUB in Q1 2026 and held it in 1 quarter. The position peaked at $20.2K in Q1 2026. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Lloyd Advisory Services reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 189 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $20.2K.
  • Lloyd Advisory Services first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's iShares Short-Term National Muni Bond ETF position peaked at $20.2K in Q1 2026.
  • 909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.