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 Q3	$2.28M	Buy	21,808 +164	+0.8%	+$17.4K	0.22%	62
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Pine Grove Financial Group's SUB Position: Q3 2026 in Review

Pine Grove Financial Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.76% in Q3 2026, buying an estimated $17.4K and bringing the position to 21,808 shares worth $2.28M. The position accounts for 0.22% of the portfolio, ranked #62.

Pine Grove Financial Group first reported a position in SUB in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.43M in Q4 2025. 844 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Pine Grove Financial Group held 21,808 shares of iShares Short-Term National Muni Bond ETF worth $2.28M as of Q3 2026.
Pine Grove Financial Group bought 164 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $17.4K.
iShares Short-Term National Muni Bond ETF made up 0.22% of Pine Grove Financial Group's portfolio in Q3 2026, its #62 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 4 quarters since.
Pine Grove Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $2.43M in Q4 2025.
844 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.