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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

MainStreet Investment Advisors's SUB Position: Q1 2026 in Review

MainStreet Investment Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 4.8% in Q1 2026, selling an estimated $51.9K and leaving 9,599 shares worth $1.02M. The position accounts for 0.15% of the portfolio, ranked #94.

MainStreet Investment Advisors first reported a position in SUB in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.99M in Q3 2020. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • MainStreet Investment Advisors held 9,599 shares of iShares Short-Term National Muni Bond ETF worth $1.02M as of Q1 2026.
  • MainStreet Investment Advisors sold 485 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $51.9K.
  • iShares Short-Term National Muni Bond ETF made up 0.15% of MainStreet Investment Advisors's portfolio in Q1 2026, its #94 holding.
  • MainStreet Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • MainStreet Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $4.99M in Q3 2020.
  • 883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on MainStreet Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.