Mascoma Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Mascoma Wealth Management’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	–	Sell	-145	Closed	-$15.4K	–	631
2026 Q1	$15.4K	Sell	145 -164	-53%	-$17.6K	﹤0.01%	283
2025 Q4	$33K	Sell	309 -141	-31%	-$15K	0.01%	216
2025 Q3	$48.1K	Hold	450	–	–	0.01%	198
2025 Q2	$47.9K	Hold	450	–	–	0.01%	191
2025 Q1	$47.5K	Hold	450	–	–	0.01%	192
2024 Q4	$47.5K	Hold	450	–	–	0.01%	202
2024 Q3	$47.8K	Hold	450	–	–	0.01%	193
2024 Q2	$47K	Hold	450	–	–	0.01%	197
2024 Q1	$47.1K	Hold	450	–	–	0.01%	187
2023 Q4	$47.4K	Hold	450	–	–	0.01%	190
2023 Q3	$46.3K	Hold	450	–	–	0.01%	200
2023 Q2	$46.6K	Hold	450	–	–	0.01%	198
2023 Q1	$47K	Hold	450	–	–	0.01%	240
2022 Q4	$46.9K	Hold	450	–	–	0.01%	236
2022 Q3	$46K	Hold	450	–	–	0.02%	234
2022 Q2	$47K	Buy	+450	New	+$46.8K	0.02%	245

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

Mascoma Wealth Management's SUB Position: Q2 2026 in Review

Mascoma Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026, closing a stake of 145 shares — an estimated $15.4K sold.

Mascoma Wealth Management first reported a position in SUB in Q2 2022 and held it in 16 quarters. The position peaked at $48.1K in Q3 2025. 907 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Mascoma Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Mascoma Wealth Management sold 145 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $15.4K.
Mascoma Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and held it in 16 quarters.
Mascoma Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $48.1K in Q3 2025.
907 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.