Princeton Global Asset Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Princeton Global Asset Management’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	$543K	Buy	5,097 +107	+2%	+$11.4K	0.08%	136
2026 Q1	$531K	Hold	4,990	–	–	0.09%	126
2025 Q4	$532K	Sell	4,990 -130	-3%	-$13.9K	0.09%	127
2025 Q3	$547K	Sell	5,120 -210	-4%	-$22.4K	0.09%	126
2025 Q2	$567K	Sell	5,330 -380	-7%	-$40.1K	0.1%	117
2025 Q1	$603K	Hold	5,710	–	–	0.12%	119
2024 Q4	$602K	Buy	5,710 +480	+9%	+$50.7K	0.11%	122
2024 Q3	$555K	Sell	5,230 -70	-1%	-$7.39K	0.11%	121
2024 Q2	$554K	Buy	+5,300	New	+$554K	0.12%	103

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

Princeton Global Asset Management's SUB Position: Q2 2026 in Review

Princeton Global Asset Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.1% in Q2 2026, buying an estimated $11.4K and bringing the position to 5,097 shares worth $543K. The position accounts for 0.08% of the portfolio, ranked #136.

Princeton Global Asset Management first reported a position in SUB in Q2 2024 and has held it in 9 quarters since. The position peaked at $603K in Q1 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Princeton Global Asset Management held 5,097 shares of iShares Short-Term National Muni Bond ETF worth $543K as of Q2 2026.
Princeton Global Asset Management bought 107 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $11.4K.
iShares Short-Term National Muni Bond ETF made up 0.08% of Princeton Global Asset Management's portfolio in Q2 2026, its #136 holding.
Princeton Global Asset Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
Princeton Global Asset Management's iShares Short-Term National Muni Bond ETF position peaked at $603K in Q1 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.