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Mayflower Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Mayflower Financial 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 		$4.18M Sell
39,299
-1,039
-3% -$111K 0.36% 72
2026
Q1 		$4.3M Buy
40,338
+625
+2% +$66.9K 0.52% 54
2025
Q4 		$4.24M Sell
39,713
-230
-0.6% -$24.5K 0.51% 52
2025
Q3 		$4.27M Sell
39,943
-1,053
-3% -$112K 0.54% 49
2025
Q2 		$4.36M Sell
40,996
-3,286
-7% -$347K 0.61% 44
2025
Q1 		$4.68M Sell
44,282
-1,642
-4% -$174K 0.71% 33
2024
Q4 		$4.84M Sell
45,924
-32
-0.1% -$3.38K 0.72% 34
2024
Q3 		$4.88M Sell
45,956
-222
-0.5% -$23.4K 0.73% 33
2024
Q2 		$4.83M Sell
46,178
-2,571
-5% -$269K 0.79% 32
2024
Q1 		$5.11M Sell
48,749
-1,395
-3% -$146K 0.85% 26
2023
Q4 		$5.29M Buy
50,144
+3,251
+7% +$338K 0.73% 34
2023
Q3 		$4.82M Buy
46,893
+1,151
+3% +$119K 0.72% 31
2023
Q2 		$4.76M Buy
45,742
+1,008
+2% +$105K 0.62% 41
2023
Q1 		$4.68M Sell
44,734
-3,320
-7% -$347K 0.62% 38
2022
Q4 		$5.01M Buy
48,054
+33,812
+237% +$3.5M 0.7% 32
2022
Q3 		$1.46M Sell
14,242
-8,494
-37% -$887K 0.24% 80
2022
Q2 		$2.38M Buy
22,736
+8,065
+55% +$839K 0.36% 59
2022
Q1 		$1.53M Buy
14,671
+1,232
+9% +$130K 0.21% 85
2021
Q4 		$1.44M Buy
13,439
+2,356
+21% +$253K 0.19% 86
2021
Q3 		$1.19M Buy
11,083
+661
+6% +$71.3K 0.16% 89
2021
Q2 		$1.12M Buy
10,422
+137
+1% +$14.8K 0.15% 92
2021
Q1 		$1.11M Buy
10,285
+510
+5% +$55K 0.16% 91
2020
Q4 		$1.06M Buy
+9,775
New +$1.05M 0.18% 83

Other funds holding SUB

AC
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
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mayflower Financial Advisors's SUB Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.6% in Q2 2026, selling an estimated $111K and leaving 39,299 shares worth $4.18M. The position accounts for 0.36% of the portfolio, ranked #72.

Mayflower Financial Advisors first reported a position in SUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.29M in Q4 2023. 364 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Mayflower Financial Advisors held 39,299 shares of iShares Short-Term National Muni Bond ETF worth $4.18M as of Q2 2026.
  • Mayflower Financial Advisors sold 1,039 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $111K.
  • iShares Short-Term National Muni Bond ETF made up 0.36% of Mayflower Financial Advisors's portfolio in Q2 2026, its #72 holding.
  • Mayflower Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's iShares Short-Term National Muni Bond ETF position peaked at $5.29M in Q4 2023.
  • 364 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.