Main Street Financial Solutions’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Main Street Financial Solutions’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 Q1	–	Sell	-2,483	Closed	-$265K	–	621
2025 Q4	$265K	Buy	2,483 +3	+0.1%	+$320	0.02%	455
2025 Q3	$265K	Buy	2,480 +407	+20%	+$43.5K	0.02%	525
2025 Q2	$220K	Buy	+2,073	New	+$219K	0.02%	510
2023 Q1	–	Sell	-2,179	Closed	-$227K	–	461
2022 Q4	$227K	Buy	+2,179	New	+$226K	0.04%	397

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 Street Financial Solutions's SUB Position: Q1 2026 in Review

Main Street Financial Solutions sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026, closing a stake of 2,483 shares — an estimated $265K sold.

Main Street Financial Solutions first reported a position in SUB in Q4 2022 and held it in 4 quarters. The position peaked at $265K in Q4 2025. 890 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Main Street Financial Solutions reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Main Street Financial Solutions sold 2,483 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $265K.
Main Street Financial Solutions first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and held it in 4 quarters.
Main Street Financial Solutions's iShares Short-Term National Muni Bond ETF position peaked at $265K in Q4 2025.
890 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Main Street Financial Solutions's 13F filing for Q1 2026, filed 29 Jul 2026.