Nations Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Nations Financial Group’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	-7,399	Closed	-$788K	–	829
2026 Q1	$788K	Buy	7,399 +657	+10%	+$70.3K	0.04%	430
2025 Q4	$719K	Buy	6,742 +260	+4%	+$27.7K	0.04%	437
2025 Q3	$692K	Sell	6,482 -487	-7%	-$52K	0.04%	418
2025 Q2	$741K	Sell	6,969 -549	-7%	-$58K	0.05%	363
2025 Q1	$794K	Buy	7,518 +1,092	+17%	+$115K	0.06%	318
2024 Q4	$678K	Sell	6,426 -40	-0.6%	-$4.22K	0.05%	366
2024 Q3	$687K	Buy	6,466 +426	+7%	+$44.9K	0.05%	362
2024 Q2	$632K	Buy	6,040 +1,897	+46%	+$198K	0.05%	356
2024 Q1	$434K	Buy	4,143 +1,498	+57%	+$157K	0.04%	446
2023 Q4	$279K	Buy	2,645 +572	+28%	+$59.5K	0.03%	530
2023 Q3	$213K	Sell	2,073 -4	-0.2%	-$415	0.02%	577
2023 Q2	$216K	Sell	2,077 -102	-5%	-$10.6K	0.02%	576
2023 Q1	$228K	Buy	+2,179	New	+$227K	0.02%	542

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

Nations Financial Group's SUB Position: Q2 2026 in Review

Nations Financial Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026, closing a stake of 7,399 shares — an estimated $788K sold.

Nations Financial Group first reported a position in SUB in Q1 2023 and held it in 13 quarters. The position peaked at $794K in Q1 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Nations Financial Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Nations Financial Group sold 7,399 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $788K.
Nations Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and held it in 13 quarters.
Nations Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $794K in Q1 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.