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

Patriot Financial Group Insurance Agency’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 		$393K Sell
3,687
-3,687
-50% -$392K 0.04% 351
2026
Q1 		$785K Buy
7,374
+3,687
+100% +$395K 0.04% 341
2025
Q4 		$393K Hold
3,687
– – 0.05% 330
2025
Q3 		$394K Sell
3,687
-4
-0.1% -$427 0.05% 331
2025
Q2 		$393K Buy
3,691
+352
+11% +$37.2K 0.05% 355
2025
Q1 		$353K Sell
3,339
-271
-8% -$28.6K 0.05% 354
2024
Q4 		$381K Buy
3,610
+1,102
+44% +$116K 0.05% 326
2024
Q3 		$266K Sell
2,508
-1,845
-42% -$195K 0.04% 411
2024
Q2 		$455K Buy
4,353
+24
+0.6% +$2.51K 0.07% 284
2024
Q1 		$453K Sell
4,329
-891
-17% -$93.5K 0.07% 284
2023
Q4 		$550K Sell
5,220
-669
-11% -$69.6K 0.1% 234
2023
Q3 		$606K Buy
5,889
+1,138
+24% +$118K 0.13% 194
2023
Q2 		$494K Buy
4,751
+539
+13% +$56.1K 0.09% 243
2023
Q1 		$441K Buy
4,212
+910
+28% +$95K 0.09% 247
2022
Q4 		$344K Buy
+3,302
New +$342K 0.05% 288
2022
Q3 		– Sell
-2,249
Closed -$235K – 1776
2022
Q2 		$235K Sell
2,249
-1,345
-37% -$140K 0.05% 348
2022
Q1 		$376K Sell
3,594
-1,367
-28% -$145K 0.07% 288
2021
Q4 		$533K Buy
4,961
+1,116
+29% +$120K 0.09% 230
2021
Q3 		$414K Buy
3,845
+1,272
+49% +$137K 0.07% 275
2021
Q2 		$277K Buy
2,573
+679
+36% +$73.2K 0.05% 355
2021
Q1 		$204K Buy
1,894
+588
+45% +$63.5K 0.05% 383
2020
Q4 		$141K Buy
1,306
+44
+3% +$4.75K 0.04% 418
2020
Q3 		$136K Buy
1,262
+229
+22% +$24.8K 0.04% 336
2020
Q2 		$111K Sell
1,033
-2
-0.2% -$214 0.04% 329
2020
Q1 		$110K Buy
1,035
+362
+54% +$38.5K 0.05% 308
2019
Q4 		$72K Buy
673
+134
+25% +$14.3K 0.03% 406
2019
Q3 		$57K Hold
539
– – 0.03% 426
2019
Q2 		$57K Buy
539
+30
+6% +$3.18K 0.02% 414
2019
Q1 		$54K Buy
+509
New +$53.8K 0.03% 371

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
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SUB Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 50% in Q2 2026, selling an estimated $392K and leaving 3,687 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #351.

Patriot Financial Group Insurance Agency first reported a position in SUB in Q1 2019 and has held it in 29 quarters since. The position peaked at $785K in Q1 2026. 630 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 3,687 shares of iShares Short-Term National Muni Bond ETF worth $393K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 3,687 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $392K.
  • iShares Short-Term National Muni Bond ETF made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #351 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Patriot Financial Group Insurance Agency's iShares Short-Term National Muni Bond ETF position peaked at $785K in Q1 2026.
  • 630 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.