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Marshall Financial Group (Maryland)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Marshall Financial Group (Maryland)’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 		$380K Hold
3,565
– – 0.06% 233
2026
Q1 		$380K Hold
3,565
– – 0.06% 225
2025
Q4 		$380K Sell
3,565
-595
-14% -$63.4K 0.07% 221
2025
Q3 		$444K Hold
4,160
– – 0.09% 189
2025
Q2 		$442K Buy
4,160
+448
+12% +$47.3K 0.09% 190
2025
Q1 		$392K Buy
+3,712
New +$392K 0.09% 173

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Marshall Financial Group (Maryland)'s SUB Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 3,565 shares worth $380K. The position accounts for 0.06% of the portfolio, ranked #233.

Marshall Financial Group (Maryland) first reported a position in SUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $444K in Q3 2025. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Marshall Financial Group (Maryland) held 3,565 shares of iShares Short-Term National Muni Bond ETF worth $380K as of Q2 2026.
  • Marshall Financial Group (Maryland) left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.06% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #233 holding.
  • Marshall Financial Group (Maryland) first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Marshall Financial Group (Maryland)'s iShares Short-Term National Muni Bond ETF position peaked at $444K in Q3 2025.
  • 910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.