Parkside Financial Bank & Trust’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Parkside Financial Bank & Trust’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	$619K	Buy	5,812 +141	+2%	+$15K	0.04%	245
2026 Q1	$604K	Hold	5,671	–	–	0.05%	231
2025 Q4	$605K	Sell	5,671 -289	-5%	-$30.8K	0.05%	240
2025 Q3	$636K	Buy	5,960 +323	+6%	+$34.5K	0.05%	214
2025 Q2	$599K	Buy	5,637 +3,500	+164%	+$370K	0.06%	213
2025 Q1	$226K	Buy	2,137 +516	+32%	+$54.5K	0.03%	366
2024 Q4	$171K	Buy	1,621 +184	+13%	+$19.4K	0.02%	418
2024 Q3	$153K	Hold	1,437	–	–	0.02%	432
2024 Q2	$150K	Sell	1,437 -762	-35%	-$79.6K	0.02%	417
2024 Q1	$230K	Buy	2,199 +207	+10%	+$21.7K	0.04%	330
2023 Q4	$210K	Sell	1,992 -1,659	-45%	-$173K	0.04%	297
2023 Q3	$376K	Buy	3,651 +1,362	+60%	+$141K	0.09%	174
2023 Q2	$238K	Hold	2,289	–	–	0.06%	233
2023 Q1	$240K	Buy	+2,289	New	+$239K	0.06%	205
2022 Q4	–	Sell	-490	Closed	-$50K	–	2050
2022 Q3	$50K	Hold	490	–	–	0.02%	525
2022 Q2	$51K	Buy	490 +190	+63%	+$19.8K	0.02%	518
2022 Q1	$31K	Hold	300	–	–	0.01%	705
2021 Q4	$32K	Hold	300	–	–	0.01%	669
2021 Q3	$32K	Hold	300	–	–	0.01%	634
2021 Q2	$32K	Buy	+300	New	+$32.3K	0.01%	631

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

Parkside Financial Bank & Trust's SUB Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.5% in Q2 2026, buying an estimated $15K and bringing the position to 5,812 shares worth $619K. The position accounts for 0.04% of the portfolio, ranked #245.

Parkside Financial Bank & Trust first reported a position in SUB in Q2 2021 and has held it in 20 quarters since. The position peaked at $636K in Q3 2025. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Parkside Financial Bank & Trust held 5,812 shares of iShares Short-Term National Muni Bond ETF worth $619K as of Q2 2026.
Parkside Financial Bank & Trust bought 141 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $15K.
iShares Short-Term National Muni Bond ETF made up 0.04% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #245 holding.
Parkside Financial Bank & Trust first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2021 and has held it in 20 quarters since.
Parkside Financial Bank & Trust's iShares Short-Term National Muni Bond ETF position peaked at $636K in Q3 2025.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.