Maryland Capital Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Maryland Capital 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	$821K	Buy	+7,707	New	+$820K	0.26%	40
2025 Q4	$1.43M	Sell	13,433 -131	-1%	-$14K	0.49%	34
2025 Q3	$1.45M	Sell	13,564 -73	-0.5%	-$7.79K	0.52%	33
2025 Q2	$1.45M	Buy	13,637 +2,457	+22%	+$260K	0.57%	32
2025 Q1	$1.18M	Sell	11,180 -1,359	-11%	-$144K	0.52%	32
2024 Q4	$1.32M	Sell	12,539 -283	-2%	-$29.9K	0.61%	28
2024 Q3	$1.36M	Buy	12,822 +4	+0%	+$422	0.66%	28
2024 Q2	$1.34M	Hold	12,818	–	–	0.72%	27
2024 Q1	$1.34M	Sell	12,818 -248	-2%	-$26K	0.83%	28
2023 Q4	$1.38M	Sell	13,066 -8,987	-41%	-$935K	0.91%	27
2023 Q3	$2.27M	Hold	22,053	–	–	1.73%	13
2023 Q2	$2.29M	Sell	22,053 -1,423	-6%	-$148K	1.84%	13
2023 Q1	$2.46M	Sell	23,476 -383	-2%	-$40K	2.17%	12
2022 Q4	$2.49M	Sell	23,859 -46,449	-66%	-$4.81M	2.32%	12
2022 Q3	$7.22M	Buy	70,308 +7,228	+11%	+$755K	7.57%	4
2022 Q2	$6.6M	Buy	63,080 +33,869	+116%	+$3.52M	6.97%	4
2022 Q1	$3.06M	Buy	29,211 +5,300	+22%	+$561K	2.68%	10
2021 Q4	$2.57M	Buy	+23,911	New	+$2.57M	2.12%	14

Other funds holding SUB

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

HIG

Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Maryland Capital Advisors's SUB Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 7,707 shares worth $821K. The stake represents 0.26% of the portfolio and ranks #40 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in SUB as recently as Q4 2025.

Maryland Capital Advisors first reported a position in SUB in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.22M in Q3 2022. 505 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Maryland Capital Advisors held 7,707 shares of iShares Short-Term National Muni Bond ETF worth $821K as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new Maryland Capital Advisors position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.26% of Maryland Capital Advisors's portfolio in Q2 2026, its #40 holding.
Maryland Capital Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
Maryland Capital Advisors's iShares Short-Term National Muni Bond ETF position peaked at $7.22M in Q3 2022.
505 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.