Matthew Hamilton Rosenberg’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Matthew Hamilton Rosenberg’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	$1.53M	Sell	14,325 -8,050	-36%	-$857K	0.28%	41
2026 Q1	$2.38M	Buy	22,375 +8,049	+56%	+$862K	0.49%	26
2025 Q4	$1.53M	Buy	14,326 +2,258	+19%	+$241K	0.32%	39
2025 Q3	$1.29M	Buy	12,068 +3,136	+35%	+$335K	0.28%	41
2025 Q2	$950K	Sell	8,932 -4,803	-35%	-$507K	0.22%	45
2025 Q1	$1.45M	Hold	13,735	–	–	0.36%	34
2024 Q4	$1.45M	Sell	13,735 -2,787	-17%	-$294K	0.38%	31
2024 Q3	$1.75M	Sell	16,522 -22	-0.1%	-$2.32K	0.46%	29
2024 Q2	$1.73M	Sell	16,544 -3,202	-16%	-$335K	0.51%	28
2024 Q1	$2.06M	Sell	19,746 -1,905	-9%	-$200K	0.6%	24
2023 Q4	$2.28M	Sell	21,651 -867	-4%	-$90.2K	0.7%	23
2023 Q3	$2.32M	Buy	22,518 +8,487	+60%	+$880K	0.77%	23
2023 Q2	$1.46M	Buy	14,031 +586	+4%	+$61K	0.49%	28
2023 Q1	$1.41M	Sell	13,445 -2,969	-18%	-$310K	0.45%	32
2022 Q4	$1.71M	Buy	16,414 +12,794	+353%	+$1.32M	0.58%	28
2022 Q3	$372K	Sell	3,620 -6,840	-65%	-$714K	0.14%	84
2022 Q2	$1.1M	Buy	10,460 +7,848	+300%	+$817K	0.41%	38
2022 Q1	$273K	Buy	2,612 +950	+57%	+$101K	0.1%	133
2021 Q4	$178K	Buy	1,662 +586	+54%	+$62.9K	0.06%	204
2021 Q3	$116K	Buy	1,076 +649	+152%	+$70K	0.05%	261
2021 Q2	$46K	Buy	427 +161	+61%	+$17.4K	0.02%	372
2021 Q1	$29K	Hold	266	–	–	0.02%	401
2020 Q4	$29K	Sell	266 -1,993	-88%	-$215K	0.02%	388
2020 Q3	$244K	Buy	2,259 +265	+13%	+$28.6K	0.18%	73
2020 Q2	$215K	Buy	+1,994	New	+$214K	0.17%	74

Other funds holding SUB

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

MFG

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

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BWM

Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Matthew Hamilton Rosenberg's SUB Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 36% in Q2 2026, selling an estimated $857K and leaving 14,325 shares worth $1.53M. The position accounts for 0.28% of the portfolio, ranked #41.

Matthew Hamilton Rosenberg first reported a position in SUB in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.38M in Q1 2026. 271 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Matthew Hamilton Rosenberg held 14,325 shares of iShares Short-Term National Muni Bond ETF worth $1.53M as of Q2 2026.
Matthew Hamilton Rosenberg sold 8,050 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $857K.
iShares Short-Term National Muni Bond ETF made up 0.28% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #41 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2020 and has held it in 25 quarters since.
Matthew Hamilton Rosenberg's iShares Short-Term National Muni Bond ETF position peaked at $2.38M in Q1 2026.
271 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.