Petra Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Petra Financial 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	$632K	Buy	5,935 +1,423	+32%	+$151K	0.29%	84
2026 Q1	$481K	Sell	4,512 -1,351	-23%	-$145K	0.3%	81
2025 Q4	$626K	Buy	5,863 +45	+0.8%	+$4.79K	0.37%	77
2025 Q3	$621K	Buy	5,818 +267	+5%	+$28.5K	0.36%	79
2025 Q2	$590K	Sell	5,551 -18	-0.3%	-$1.9K	0.37%	71
2025 Q1	$588K	Buy	5,569 +2	+0%	+$211	0.48%	47
2024 Q4	$587K	Sell	5,567 -58	-1%	-$6.13K	0.4%	68
2024 Q3	$597K	Buy	5,625 +32	+0.6%	+$3.38K	0.39%	69
2024 Q2	$585K	Sell	5,593 -761	-12%	-$79.5K	0.42%	69
2024 Q1	$666K	Buy	6,354 +1,493	+31%	+$157K	0.49%	63
2023 Q4	$512K	Sell	4,861 -2,696	-36%	-$280K	0.43%	71
2023 Q3	$777K	Buy	7,557 +163	+2%	+$16.9K	0.65%	48
2023 Q2	$769K	Buy	+7,394	New	+$770K	0.69%	46
2023 Q1	–	Sell	-8,917	Closed	-$930K	–	98
2022 Q4	$930K	Buy	+8,917	New	+$923K	1.02%	27

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

Petra Financial Advisors's SUB Position: Q2 2026 in Review

Petra Financial Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 32% in Q2 2026, buying an estimated $151K and bringing the position to 5,935 shares worth $632K. The position accounts for 0.29% of the portfolio, ranked #84.

Petra Financial Advisors first reported a position in SUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $930K in Q4 2022. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Petra Financial Advisors held 5,935 shares of iShares Short-Term National Muni Bond ETF worth $632K as of Q2 2026.
Petra Financial Advisors bought 1,423 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $151K.
iShares Short-Term National Muni Bond ETF made up 0.29% of Petra Financial Advisors's portfolio in Q2 2026, its #84 holding.
Petra Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
Petra Financial Advisors's iShares Short-Term National Muni Bond ETF position peaked at $930K in Q4 2022.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.