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OneDigital Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

OneDigital Investment Advisors’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 		$2.46M Sell
23,144
-637
-3% -$67.8K 0.02% 453
2026
Q1 		$2.53M Buy
23,781
+968
+4% +$104K 0.02% 421
2025
Q4 		$2.43M Sell
22,813
-772
-3% -$82.3K 0.02% 422
2025
Q3 		$2.52M Sell
23,585
-19
-0.1% -$2.03K 0.03% 387
2025
Q2 		$2.51M Sell
23,604
-2,812
-11% -$297K 0.03% 374
2025
Q1 		$2.79M Sell
26,416
-1,346
-5% -$142K 0.03% 322
2024
Q4 		$2.93M Sell
27,762
-4,593
-14% -$485K 0.03% 338
2024
Q3 		$3.44M Sell
32,355
-4,304
-12% -$454K 0.04% 313
2024
Q2 		$3.83M Buy
36,659
+23,169
+172% +$2.42M 0.05% 276
2024
Q1 		$1.41M Sell
13,490
-487
-3% -$51.1K 0.02% 415
2023
Q4 		$1.47M Sell
13,977
-7,742
-36% -$805K 0.03% 372
2023
Q3 		$2.23M Sell
21,719
-392
-2% -$40.7K 0.05% 262
2023
Q2 		$2.3M Sell
22,111
-6,530
-23% -$680K 0.05% 251
2023
Q1 		$3M Sell
28,641
-21,734
-43% -$2.27M 0.07% 210
2022
Q4 		$5.25M Buy
50,375
+7,798
+18% +$807K 0.15% 126
2022
Q3 		$4.37M Buy
42,577
+5,285
+14% +$552K 0.16% 96
2022
Q2 		$3.9M Buy
37,292
+24,334
+188% +$2.53M 0.17% 87
2022
Q1 		$1.35M Sell
12,958
-2,920
-18% -$309K 0.05% 216
2021
Q4 		$1.71M Sell
15,878
-11,203
-41% -$1.2M 0.06% 192
2021
Q3 		$2.91M Sell
27,081
-2,957
-10% -$319K 0.12% 114
2021
Q2 		$3.24M Buy
30,038
+3,287
+12% +$354K 0.13% 102
2021
Q1 		$2.88M Sell
26,751
-1,565
-6% -$169K 0.13% 105
2020
Q4 		$3.06M Sell
28,316
-11,567
-29% -$1.25M 0.16% 94
2020
Q3 		$4.31M Sell
39,883
-12,130
-23% -$1.31M 0.3% 65
2020
Q2 		$5.62M Sell
52,013
-5,827
-10% -$624K 0.4% 54
2020
Q1 		$6.17M Sell
57,840
-8,270
-13% -$879K 0.55% 38
2019
Q4 		$7.06M Sell
66,110
-4,053
-6% -$432K 0.56% 36
2019
Q3 		$7.47M Buy
70,163
+35,212
+101% +$3.76M 0.67% 28
2019
Q2 		$3.72M Sell
34,951
-9,807
-22% -$1.04M 0.29% 61
2019
Q1 		$4.74M Buy
44,758
+4,203
+10% +$444K 0.69% 34
2018
Q4 		$4.28M Buy
40,555
+143
+0.4% +$15K 0.72% 27
2018
Q3 		$4.23M Buy
40,412
+1,156
+3% +$121K 0.99% 15
2018
Q2 		$4.12M Buy
39,256
+826
+2% +$86.5K 0.86% 21
2018
Q1 		$4.03M Buy
38,430
+171
+0.4% +$17.9K 0.89% 19
2017
Q4 		$4.01M Buy
38,259
+37,039
+3,036% +$3.91M 0.46% 19
2017
Q3 		$129K Sell
1,220
-29,134
-96% -$3.09M 0.05% 191
2017
Q2 		$3.21M Buy
+30,354
New +$3.21M 0.96% 18

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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 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

OneDigital Investment Advisors's SUB Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.7% in Q2 2026, selling an estimated $67.8K and leaving 23,144 shares worth $2.46M. The position accounts for 0.02% of the portfolio, ranked #453.

OneDigital Investment Advisors first reported a position in SUB in Q2 2017 and has held it in 37 quarters since. The position peaked at $7.47M in Q3 2019. 670 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • OneDigital Investment Advisors held 23,144 shares of iShares Short-Term National Muni Bond ETF worth $2.46M as of Q2 2026.
  • OneDigital Investment Advisors sold 637 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $67.8K.
  • iShares Short-Term National Muni Bond ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #453 holding.
  • OneDigital Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2017 and has held it in 37 quarters since.
  • OneDigital Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $7.47M in Q3 2019.
  • 670 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.