Moisand Fitzgerald Tamayo’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Moisand Fitzgerald Tamayo’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	$43K	Buy	+404	New	+$43K	﹤0.01%	224
2016 Q2	–	Sell	-371	Closed	-$39K	–	178
2016 Q1	$39K	Hold	371	–	–	0.03%	100
2015 Q4	$39K	Buy	+371	New	+$39.3K	0.03%	99

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

Moisand Fitzgerald Tamayo's SUB Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 404 shares worth $43K. The stake represents ﹤0.01% of the portfolio and ranks #224 among its holdings. This is a return to the name: Moisand Fitzgerald Tamayo previously reported a position in SUB as recently as Q1 2016.

Moisand Fitzgerald Tamayo first reported a position in SUB in Q4 2015 and has held it in 3 quarters since. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Moisand Fitzgerald Tamayo held 404 shares of iShares Short-Term National Muni Bond ETF worth $43K as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new Moisand Fitzgerald Tamayo position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #224 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2015 and has held it in 3 quarters since.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.