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 Q2	$320K	Sell	3,009 -387	-11%	-$41.2K	0.06%	143
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 $1.55T 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

Mezzasalma Advisors's SUB Position: Q2 2026 in Review

Mezzasalma Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 11% in Q2 2026, selling an estimated $41.2K and leaving 3,009 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #143.

Mezzasalma Advisors first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $442K in Q1 2025. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Mezzasalma Advisors held 3,009 shares of iShares Short-Term National Muni Bond ETF worth $320K as of Q2 2026.
Mezzasalma Advisors sold 387 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $41.2K.
iShares Short-Term National Muni Bond ETF made up 0.06% of Mezzasalma Advisors's portfolio in Q2 2026, its #143 holding.
Mezzasalma Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Mezzasalma Advisors's iShares Short-Term National Muni Bond ETF position peaked at $442K in Q1 2025.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.