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Objective Capital Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Objective Capital 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 		$936K Buy
8,790
+15
+0.2% +$1.61K 0.95% 31
2025
Q4 		$936K Buy
8,775
+506
+6% +$53.9K 0.95% 28
2025
Q3 		$883K Buy
8,269
+187
+2% +$20K 0.91% 28
2025
Q2 		$859K Buy
8,082
+2,176
+37% +$230K 0.97% 28
2025
Q1 		$624K Buy
5,906
+811
+16% +$85.7K 0.8% 39
2024
Q4 		$537K Buy
5,095
+225
+5% +$23.8K 0.36% 59
2024
Q3 		$517K Buy
+4,870
New +$514K 0.3% 67
2024
Q1 		$413K Buy
+3,947
New +$414K 0.28% 75
2022
Q2 		– Sell
-2,199
Closed -$230K – 114
2022
Q1 		$230K Sell
2,199
-1,075
-33% -$114K 0.18% 101
2021
Q4 		$351K Buy
+3,274
New +$352K 0.25% 78

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return