Main Line Retirement Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Main Line Retirement Advisors’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	$475K	Buy	4,458 +25	+0.6%	+$2.66K	0.22%	31
2026 Q1	$472K	Buy	4,433 +1,187	+37%	+$127K	0.24%	31
2025 Q4	$346K	Sell	3,246 -11,521	-78%	-$1.23M	0.18%	33
2025 Q3	$1.58M	Sell	14,767 -151	-1%	-$16.1K	0.81%	16
2025 Q2	$1.59M	Buy	14,918 +732	+5%	+$77.3K	0.9%	16
2025 Q1	$1.5M	Sell	14,186 -5,074	-26%	-$536K	0.97%	16
2024 Q4	$2.03M	Buy	19,260 +4,269	+28%	+$451K	1.34%	14
2024 Q3	$1.59M	Sell	14,991 -183	-1%	-$19.3K	1.09%	13
2024 Q2	$1.59M	Buy	15,174 +152	+1%	+$15.9K	1.21%	13
2024 Q1	$1.57M	Buy	15,022 +1,465	+11%	+$154K	1.24%	13
2023 Q4	$1.43M	Buy	+13,557	New	+$1.41M	1.24%	14
2023 Q2	$2.06M	Buy	+19,776	New	+$2.06M	1.93%	13

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

Main Line Retirement Advisors's SUB Position: Q2 2026 in Review

Main Line Retirement Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.56% in Q2 2026, buying an estimated $2.66K and bringing the position to 4,458 shares worth $475K. The position accounts for 0.22% of the portfolio, ranked #31.

Main Line Retirement Advisors first reported a position in SUB in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.06M in Q2 2023. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Main Line Retirement Advisors held 4,458 shares of iShares Short-Term National Muni Bond ETF worth $475K as of Q2 2026.
Main Line Retirement Advisors bought 25 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $2.66K.
iShares Short-Term National Muni Bond ETF made up 0.22% of Main Line Retirement Advisors's portfolio in Q2 2026, its #31 holding.
Main Line Retirement Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2023 and has held it in 12 quarters since.
Main Line Retirement Advisors's iShares Short-Term National Muni Bond ETF position peaked at $2.06M in Q2 2023.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Main Line Retirement Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.