Mullooly Asset Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Mullooly Asset Management’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	$4.13M	Buy	38,807 +171	+0.4%	+$18.3K	1.53%	11
2025 Q4	$4.12M	Buy	38,636 +2,139	+6%	+$228K	1.51%	11
2025 Q3	$3.9M	Buy	36,497 +296	+0.8%	+$31.6K	1.49%	11
2025 Q2	$3.85M	Sell	36,201 -1,281	-3%	-$135K	1.62%	11
2025 Q1	$3.96M	Buy	+37,482	New	+$3.96M	1.8%	11

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

Mullooly Asset Management's SUB Position: Q1 2026 in Review

Mullooly Asset Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.44% in Q1 2026, buying an estimated $18.3K and bringing the position to 38,807 shares worth $4.13M. The position accounts for 1.53% of the portfolio, ranked #11.

Mullooly Asset Management first reported a position in SUB in Q1 2025 and has held it in 5 quarters since. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Mullooly Asset Management held 38,807 shares of iShares Short-Term National Muni Bond ETF worth $4.13M as of Q1 2026.
Mullooly Asset Management bought 171 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $18.3K.
iShares Short-Term National Muni Bond ETF made up 1.53% of Mullooly Asset Management's portfolio in Q1 2026, its #11 holding.
Mullooly Asset Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Mullooly Asset Management's 13F filing for Q1 2026, filed 7 May 2026.