MML Investors Services
SUB icon

MML Investors Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

MML Investors 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 		$16.4M Buy
154,022
+42,186
+38% +$4.49M 0.03% 463
2026
Q1 		$11.9M Sell
111,836
-17,154
-13% -$1.84M 0.03% 485
2025
Q4 		$13.8M Buy
128,990
+27,464
+27% +$2.93M 0.03% 466
2025
Q3 		$10.8M Sell
101,526
-32,136
-24% -$3.43M 0.03% 515
2025
Q2 		$14.2M Buy
133,662
+10,233
+8% +$1.08M 0.04% 407
2025
Q1 		$13M Sell
123,429
-62,382
-34% -$6.59M 0.04% 394
2024
Q4 		$19.6M Buy
185,811
+15,186
+9% +$1.6M 0.07% 288
2024
Q3 		$18.1M Buy
170,625
+13,981
+9% +$1.48M 0.07% 288
2024
Q2 		$16.4M Sell
156,644
-13,892
-8% -$1.45M 0.07% 285
2024
Q1 		$17.9M Sell
170,536
-18,481
-10% -$1.94M 0.07% 271
2023
Q4 		$19.9M Sell
189,017
-83,401
-31% -$8.68M 0.09% 231
2023
Q3 		$28M Sell
272,418
-6,247
-2% -$648K 0.16% 143
2023
Q2 		$29M Buy
278,665
+88,187
+46% +$9.18M 0.16% 136
2023
Q1 		$19.9M Sell
190,478
-85,049
-31% -$8.88M 0.14% 163
2022
Q4 		$28.7M Buy
275,527
+49,021
+22% +$5.07M 0.19% 124
2022
Q3 		$23.3M Buy
226,506
+39,366
+21% +$4.11M 0.18% 122
2022
Q2 		$19.6M Buy
187,140
+18,527
+11% +$1.93M 0.15% 157
2022
Q1 		$17.6M Sell
168,613
-31,608
-16% -$3.34M 0.12% 184
2021
Q4 		$21.5M Buy
200,221
+18,594
+10% +$2M 0.15% 145
2021
Q3 		$19.5M Buy
181,627
+48,033
+36% +$5.18M 0.16% 142
2021
Q2 		$14.4M Buy
133,594
+10,518
+9% +$1.13M 0.12% 187
2021
Q1 		$13.3M Buy
123,076
+47,836
+64% +$5.16M 0.13% 180
2020
Q4 		$8.13M Buy
75,240
+14,318
+24% +$1.55M 0.09% 226
2020
Q3 		$6.59M Buy
60,922
+25,006
+70% +$2.7M 0.08% 228
2020
Q2 		$3.87M Sell
35,916
-2,720
-7% -$291K 0.05% 311
2020
Q1 		$4.11M Sell
38,636
-21,976
-36% -$2.34M 0.07% 256
2019
Q4 		$6.47M Buy
60,612
+18,972
+46% +$2.02M 0.09% 226
2019
Q3 		$4.44M Buy
41,640
+3,631
+10% +$388K 0.07% 260
2019
Q2 		$4.05M Buy
38,009
+4,647
+14% +$493K 0.06% 293
2019
Q1 		$3.54M Buy
33,362
+837
+3% +$88.4K 0.05% 314
2018
Q4 		$3.43M Buy
32,525
+12,856
+65% +$1.35M 0.06% 300
2018
Q3 		$2.06M Buy
19,669
+10,053
+105% +$1.06M 0.03% 434
2018
Q2 		$1.01M Buy
9,616
+2,200
+30% +$230K 0.02% 559
2018
Q1 		$778K Sell
7,416
-971
-12% -$102K 0.02% 650
2017
Q4 		$879K Buy
8,387
+296
+4% +$31.2K 0.02% 594
2017
Q3 		$857K Buy
8,091
+1,529
+23% +$162K 0.02% 569
2017
Q2 		$694K Buy
+6,562
New +$695K 0.01% 648

Other funds holding SUB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MML Investors Services's SUB Position: Q2 2026 in Review

MML Investors Services increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 38% in Q2 2026, buying an estimated $4.49M and bringing the position to 154,022 shares worth $16.4M. The position accounts for 0.03% of the portfolio, ranked #463.

MML Investors Services first reported a position in SUB in Q2 2017 and has held it in 37 quarters since. The position peaked at $29M in Q2 2023. 630 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • MML Investors Services held 154,022 shares of iShares Short-Term National Muni Bond ETF worth $16.4M as of Q2 2026.
  • MML Investors Services bought 42,186 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $4.49M.
  • iShares Short-Term National Muni Bond ETF made up 0.03% of MML Investors Services's portfolio in Q2 2026, its #463 holding.
  • MML Investors Services first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2017 and has held it in 37 quarters since.
  • MML Investors Services's iShares Short-Term National Muni Bond ETF position peaked at $29M in Q2 2023.
  • 630 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.