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

Mezzasalma 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 Q1	$362K	Sell	3,396 -560	-14%	-$59.9K	0.09%	118
2025 Q4	$422K	Buy	3,956 +24	+0.6%	+$2.56K	0.1%	114
2025 Q3	$420K	Sell	3,932 -183	-4%	-$19.5K	0.11%	109
2025 Q2	$438K	Sell	4,115 -69	-2%	-$7.29K	0.13%	95
2025 Q1	$442K	Buy	4,184 +12	+0.3%	+$1.27K	0.15%	88
2024 Q4	$440K	Buy	+4,172	New	+$441K	0.14%	84

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Mezzasalma Advisors's SUB Position: Q1 2026 in Review

Mezzasalma Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 14% in Q1 2026, selling an estimated $59.9K and leaving 3,396 shares worth $362K. The position accounts for 0.09% of the portfolio, ranked #118.

Mezzasalma Advisors first reported a position in SUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $442K in Q1 2025. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Mezzasalma Advisors held 3,396 shares of iShares Short-Term National Muni Bond ETF worth $362K as of Q1 2026.
Mezzasalma Advisors sold 560 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $59.9K.
iShares Short-Term National Muni Bond ETF made up 0.09% of Mezzasalma Advisors's portfolio in Q1 2026, its #118 holding.
Mezzasalma Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
Mezzasalma Advisors's iShares Short-Term National Muni Bond ETF position peaked at $442K in Q1 2025.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.