McKinley Carter Wealth Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

McKinley Carter Wealth Services’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	$343K	Sell	3,221 -134	-4%	-$14.3K	0.02%	269
2026 Q1	$357K	Sell	3,355 -332	-9%	-$35.5K	0.02%	244
2025 Q4	$393K	Sell	3,687 -81	-2%	-$8.63K	0.02%	246
2025 Q3	$402K	Sell	3,768 -2,186	-37%	-$233K	0.02%	240
2025 Q2	$633K	Sell	5,954 -789	-12%	-$83.3K	0.04%	194
2025 Q1	$712K	Sell	6,743 -9,309	-58%	-$984K	0.04%	177
2024 Q4	$1.69M	Buy	16,052 +1,481	+10%	+$156K	0.1%	121
2024 Q3	$1.55M	Sell	14,571 -1,456	-9%	-$154K	0.09%	136
2024 Q2	$1.68M	Buy	16,027 +4	+0%	+$418	0.11%	123
2024 Q1	$1.68M	Buy	16,023 +477	+3%	+$50.1K	0.11%	122
2023 Q4	$1.64M	Sell	15,546 -988	-6%	-$103K	0.12%	115
2023 Q3	$1.7M	Buy	16,534 +27	+0.2%	+$2.8K	0.14%	111
2023 Q2	$1.72M	Buy	16,507 +451	+3%	+$46.9K	0.13%	111
2023 Q1	$1.68M	Sell	16,056 -5,405	-25%	-$564K	0.13%	110
2022 Q4	$2.24M	Buy	21,461 +2,525	+13%	+$261K	0.19%	94
2022 Q3	$1.94M	Buy	18,936 +216	+1%	+$22.6K	0.18%	91
2022 Q2	$1.96M	Sell	18,720 -16,709	-47%	-$1.74M	0.17%	95
2022 Q1	$3.71M	Sell	35,429 -5,300	-13%	-$561K	0.29%	70
2021 Q4	$4.37M	Buy	40,729 +130	+0.3%	+$14K	0.33%	64
2021 Q3	$4.37M	Buy	40,599 +5,721	+16%	+$617K	0.36%	62
2021 Q2	$3.76M	Sell	34,878 -5,148	-13%	-$555K	0.31%	68
2021 Q1	$4.32M	Buy	+40,026	New	+$4.32M	0.37%	66

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

McKinley Carter Wealth Services's SUB Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 4% in Q2 2026, selling an estimated $14.3K and leaving 3,221 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #269.

McKinley Carter Wealth Services first reported a position in SUB in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.37M in Q4 2021. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

McKinley Carter Wealth Services held 3,221 shares of iShares Short-Term National Muni Bond ETF worth $343K as of Q2 2026.
McKinley Carter Wealth Services sold 134 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $14.3K.
iShares Short-Term National Muni Bond ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #269 holding.
McKinley Carter Wealth Services first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2021 and has held it in 22 quarters since.
McKinley Carter Wealth Services's iShares Short-Term National Muni Bond ETF position peaked at $4.37M in Q4 2021.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.