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Patriot Investment Management Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Patriot Investment Management 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 		$818K Buy
7,680
+47
+0.6% +$5K 0.05% 134
2026
Q1 		$813K Buy
7,633
+2,125
+39% +$227K 0.05% 139
2025
Q4 		$588K Buy
5,508
+125
+2% +$13.3K 0.04% 152
2025
Q3 		$575K Hold
5,383
– – 0.04% 151
2025
Q2 		$572K Buy
5,383
+50
+0.9% +$5.28K 0.04% 147
2025
Q1 		$563K Buy
5,333
+1,135
+27% +$120K 0.04% 143
2024
Q4 		$443K Buy
4,198
+1,142
+37% +$121K 0.03% 166
2024
Q3 		$325K Hold
3,056
– – 0.02% 196
2024
Q2 		$320K Sell
3,056
-115
-4% -$12K 0.03% 195
2024
Q1 		$332K Hold
3,171
– – 0.03% 199
2023
Q4 		$334K Sell
3,171
-2,441
-43% -$254K 0.03% 191
2023
Q3 		$577K Hold
5,612
– – 0.05% 144
2023
Q2 		$584K Sell
5,612
-452
-7% -$47K 0.05% 152
2023
Q1 		$635K Hold
6,064
– – 0.06% 145
2022
Q4 		$637K Buy
+6,064
New +$628K 0.06% 145
2020
Q3 		– Sell
-880
Closed -$94.9K – 582
2020
Q2 		$94.9K Buy
+880
New +$94.2K 0.01% 271
2020
Q1 		– Sell
-2,805
Closed -$299K – 222
2019
Q4 		$299K Sell
2,805
-20
-0.7% -$2.13K 0.04% 189
2019
Q3 		$301K Sell
2,825
-10
-0.4% -$1.07K 0.04% 180
2019
Q2 		$302K Sell
2,835
-400
-12% -$42.4K 0.04% 179
2019
Q1 		$342K Buy
+3,235
New +$342K 0.05% 169

Other funds holding SUB

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Patriot Investment Management Group's SUB Position: Q2 2026 in Review

Patriot Investment Management Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.62% in Q2 2026, buying an estimated $5K and bringing the position to 7,680 shares worth $818K. The position accounts for 0.05% of the portfolio, ranked #134.

Patriot Investment Management Group first reported a position in SUB in Q1 2019 and has held it in 20 quarters since. 356 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Patriot Investment Management Group held 7,680 shares of iShares Short-Term National Muni Bond ETF worth $818K as of Q2 2026.
  • Patriot Investment Management Group bought 47 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $5K.
  • iShares Short-Term National Muni Bond ETF made up 0.05% of Patriot Investment Management Group's portfolio in Q2 2026, its #134 holding.
  • Patriot Investment Management Group first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2019 and has held it in 20 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.