Peapack-Gladstone Financial Corp’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Peapack-Gladstone Financial Corp’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	$15.7M	Buy	147,760 +2,682	+2%	+$285K	0.18%	129
2026 Q1	$15.5M	Buy	145,078 +43,599	+43%	+$4.67M	0.2%	118
2025 Q4	$10.8M	Buy	101,479 +13,600	+15%	+$1.45M	0.14%	152
2025 Q3	$9.38M	Buy	87,879 +4,157	+5%	+$444K	0.12%	160
2025 Q2	$8.9M	Buy	83,722 +22,387	+36%	+$2.36M	0.13%	162
2025 Q1	$6.48M	Buy	61,335 +7,056	+13%	+$746K	0.1%	189
2024 Q4	$5.72M	Buy	54,279 +12,742	+31%	+$1.35M	0.08%	200
2024 Q3	$4.41M	Buy	41,537 +4,169	+11%	+$440K	0.06%	239
2024 Q2	$3.91M	Buy	37,368 +2,484	+7%	+$260K	0.06%	239
2024 Q1	$3.65M	Buy	34,884 +8,187	+31%	+$860K	0.06%	254
2023 Q4	$2.81M	Buy	26,697 +8,597	+47%	+$894K	0.05%	271
2023 Q3	$1.86M	Buy	18,100 +4,500	+33%	+$467K	0.03%	313
2023 Q2	$1.42M	Buy	+13,600	New	+$1.42M	0.03%	342
2016 Q4	–	Sell	-1,970	Closed	-$209K	–	328
2016 Q3	$209K	Hold	1,970	–	–	0.01%	315
2016 Q2	$209K	Hold	1,970	–	–	0.01%	303
2016 Q1	$209K	Hold	1,970	–	–	0.01%	302
2015 Q4	$209K	Hold	1,970	–	–	0.01%	321
2015 Q3	$209K	Hold	1,970	–	–	0.02%	309
2015 Q2	$208K	Sell	1,970 -2,600	-57%	-$274K	0.01%	307
2015 Q1	$484K	Hold	4,570	–	–	0.03%	217
2014 Q4	$484K	Hold	4,570	–	–	0.03%	216
2014 Q3	$485K	Hold	4,570	–	–	0.04%	201
2014 Q2	$486K	Buy	4,570 +200	+5%	+$21.2K	0.04%	205
2014 Q1	$464K	Sell	4,370 -870	-17%	-$92.5K	0.04%	201
2013 Q4	$557K	Buy	5,240 +245	+5%	+$26K	0.04%	191
2013 Q3	$530K	Sell	4,995 -1,895	-28%	-$200K	0.05%	188
2013 Q2	$725K	Buy	+6,890	New	+$731K	0.07%	158

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

Peapack-Gladstone Financial Corp's SUB Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.8% in Q2 2026, buying an estimated $285K and bringing the position to 147,760 shares worth $15.7M. The position accounts for 0.18% of the portfolio, ranked #129.

Peapack-Gladstone Financial Corp first reported a position in SUB in Q2 2013 and has held it in 27 quarters since. 907 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Peapack-Gladstone Financial Corp held 147,760 shares of iShares Short-Term National Muni Bond ETF worth $15.7M as of Q2 2026.
Peapack-Gladstone Financial Corp bought 2,682 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $285K.
iShares Short-Term National Muni Bond ETF made up 0.18% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #129 holding.
Peapack-Gladstone Financial Corp first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2013 and has held it in 27 quarters since.
907 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.