MainStreet Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

MainStreet Investment 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	$1.03M	Buy	9,709 +110	+1%	+$11.7K	0.14%	104
2026 Q1	$1.02M	Sell	9,599 -485	-5%	-$51.9K	0.15%	94
2025 Q4	$1.08M	Buy	10,084 +15	+0.1%	+$1.6K	0.15%	96
2025 Q3	$1.08M	Buy	10,069 +725	+8%	+$77.4K	0.14%	96
2025 Q2	$994K	Buy	9,344 +2,310	+33%	+$244K	0.14%	95
2025 Q1	$743K	Buy	7,034 +100	+1%	+$10.6K	0.11%	104
2024 Q4	$731K	Buy	6,934 +1,450	+26%	+$153K	0.1%	101
2024 Q3	$582K	Sell	5,484 -579	-10%	-$61.1K	0.08%	106
2024 Q2	$634K	Sell	6,063 -4,071	-40%	-$425K	0.08%	114
2024 Q1	$1.06M	Sell	10,134 -150	-1%	-$15.7K	0.13%	91
2023 Q4	$1.08M	Sell	10,284 -6,955	-40%	-$723K	0.12%	92
2023 Q3	$1.77M	Sell	17,239 -1,867	-10%	-$194K	0.21%	79
2023 Q2	$1.99M	Sell	19,106 -1,493	-7%	-$155K	0.22%	79
2023 Q1	$2.16M	Sell	20,599 -3,212	-13%	-$335K	0.23%	81
2022 Q4	$2.48M	Buy	23,811 +4,775	+25%	+$494K	0.28%	78
2022 Q3	$1.95M	Hold	19,036	–	–	0.24%	78
2022 Q2	$1.99M	Sell	19,036 -93	-0.5%	-$9.68K	0.23%	79
2022 Q1	$2M	Sell	19,129 -1,323	-6%	-$140K	0.19%	82
2021 Q4	$2.2M	Buy	20,452 +1,042	+5%	+$112K	0.19%	82
2021 Q3	$2.09M	Sell	19,410 -5,906	-23%	-$637K	0.2%	80
2021 Q2	$2.73M	Sell	25,316 -8,251	-25%	-$890K	0.23%	81
2021 Q1	$3.62M	Sell	33,567 -4,644	-12%	-$501K	0.3%	78
2020 Q4	$4.13M	Sell	38,211 -7,925	-17%	-$855K	0.33%	76
2020 Q3	$4.99M	Buy	46,136 +39,917	+642%	+$4.32M	0.39%	71
2020 Q2	$671K	Buy	6,219 +451	+8%	+$48.3K	0.05%	154
2020 Q1	$613K	Buy	5,768 +755	+15%	+$80.3K	0.08%	137
2019 Q4	$535K	Buy	+5,013	New	+$535K	0.06%	129

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

MainStreet Investment Advisors's SUB Position: Q2 2026 in Review

MainStreet Investment Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.1% in Q2 2026, buying an estimated $11.7K and bringing the position to 9,709 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #104.

MainStreet Investment Advisors first reported a position in SUB in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.99M in Q3 2020. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

MainStreet Investment Advisors held 9,709 shares of iShares Short-Term National Muni Bond ETF worth $1.03M as of Q2 2026.
MainStreet Investment Advisors bought 110 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $11.7K.
iShares Short-Term National Muni Bond ETF made up 0.14% of MainStreet Investment Advisors's portfolio in Q2 2026, its #104 holding.
MainStreet Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
MainStreet Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $4.99M in Q3 2020.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on MainStreet Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.