Pine Grove Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Pine Grove Financial 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	$2.3M	Sell	21,644 -689	-3%	-$73.3K	0.23%	63
2026 Q1	$2.38M	Sell	22,333 -461	-2%	-$49.3K	0.28%	62
2025 Q4	$2.43M	Buy	+22,794	New	+$2.43M	0.29%	57

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

Pine Grove Financial Group's SUB Position: Q2 2026 in Review

Pine Grove Financial Group reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 3.1% in Q2 2026, selling an estimated $73.3K and leaving 21,644 shares worth $2.3M. The position accounts for 0.23% of the portfolio, ranked #63.

Pine Grove Financial Group first reported a position in SUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.43M in Q4 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Pine Grove Financial Group held 21,644 shares of iShares Short-Term National Muni Bond ETF worth $2.3M as of Q2 2026.
Pine Grove Financial Group sold 689 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $73.3K.
iShares Short-Term National Muni Bond ETF made up 0.23% of Pine Grove Financial Group's portfolio in Q2 2026, its #63 holding.
Pine Grove Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
Pine Grove Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $2.43M in Q4 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Pine Grove Financial Group's 13F filing for Q2 2026, filed 2 Sep 2026.