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

Midwest Capital 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	–	Sell	-1	Closed	-$108	–	222
2026 Q1	$108	Hold	1	–	–	﹤0.01%	195
2025 Q4	$108	Hold	1	–	–	﹤0.01%	191
2025 Q3	$107	Sell	1 -21	-95%	-$2.24K	﹤0.01%	209
2025 Q2	$2.34K	Sell	22 -41	-65%	-$4.33K	﹤0.01%	173
2025 Q1	$6.65K	Hold	63	–	–	﹤0.01%	168
2024 Q4	$6.64K	Buy	+63	New	+$6.65K	﹤0.01%	176

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

Midwest Capital Advisors's SUB Position: Q2 2026 in Review

Midwest Capital Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026, closing a stake of 1 share — an estimated $108 sold.

Midwest Capital Advisors first reported a position in SUB in Q4 2024 and held it in 6 quarters. The position peaked at $6.65K in Q1 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Midwest Capital Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Midwest Capital Advisors sold 1 iShares Short-Term National Muni Bond ETF share in Q2 2026, an estimated $108.
Midwest Capital Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and held it in 6 quarters.
Midwest Capital Advisors's iShares Short-Term National Muni Bond ETF position peaked at $6.65K in Q1 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.