Plum Street Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$787K Sell
7,394
-28
-0.4% -$2.98K 0.25% 60
2026
Q1
$790K Sell
7,422
-465
-6% -$49.8K 0.27% 56
2025
Q4
$842K Buy
7,887
+15
+0.2% +$1.6K 0.3% 57
2025
Q3
$841K Buy
7,872
+352
+5% +$37.6K 0.32% 54
2025
Q2
$800K Buy
7,520
+915
+14% +$96.7K 0.35% 51
2025
Q1
$697K Sell
6,605
-386
-6% -$40.8K 0.34% 52
2024
Q4
$737K Buy
6,991
+1,168
+20% +$123K 0.36% 52
2024
Q3
$618K Buy
5,823
+89
+2% +$9.39K 0.31% 54
2024
Q2
$599K Sell
5,734
-89
-2% -$9.3K 0.35% 47
2024
Q1
$618K Sell
5,823
-1,065
-15% -$112K 0.31% 54
2023
Q4
$726K Buy
+6,888
New +$717K 0.48% 40

Other funds holding SUB

Plum Street Advisors's SUB Position: Q2 2026 in Review

Plum Street Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.38% in Q2 2026, selling an estimated $2.98K and leaving 7,394 shares worth $787K. The position accounts for 0.25% of the portfolio, ranked #60.

Plum Street Advisors first reported a position in SUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $842K in Q4 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Plum Street Advisors held 7,394 shares of iShares Short-Term National Muni Bond ETF worth $787K as of Q2 2026.
  • Plum Street Advisors sold 28 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $2.98K.
  • iShares Short-Term National Muni Bond ETF made up 0.25% of Plum Street Advisors's portfolio in Q2 2026, its #60 holding.
  • Plum Street Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Plum Street Advisors's iShares Short-Term National Muni Bond ETF position peaked at $842K in Q4 2025.
  • 913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.