Proffitt & Goodson’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Proffitt & Goodson’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	$322K	Buy	3,025 +481	+19%	+$51.2K	0.04%	112
2026 Q1	$271K	Buy	2,544 +21	+0.8%	+$2.25K	0.04%	112
2025 Q4	$269K	Buy	2,523 +38	+2%	+$4.05K	0.04%	108
2025 Q3	$265K	Buy	2,485 +25	+1%	+$2.67K	0.04%	104
2025 Q2	$262K	Buy	2,460 +186	+8%	+$19.6K	0.04%	101
2025 Q1	$240K	Buy	2,274 +59	+3%	+$6.24K	0.04%	105
2024 Q4	$234K	Buy	2,215 +46	+2%	+$4.86K	0.04%	102
2024 Q3	$230K	Hold	2,169	–	–	0.04%	106
2024 Q2	$227K	Buy	2,169 +23	+1%	+$2.4K	0.04%	103
2024 Q1	$225K	Hold	2,146	–	–	0.04%	104
2023 Q4	$226K	Buy	2,146 +100	+5%	+$10.4K	0.04%	103
2023 Q3	$210K	Buy	2,046 +15	+0.7%	+$1.56K	0.04%	102
2023 Q2	$211K	Hold	2,031	–	–	0.04%	103
2023 Q1	$213K	Sell	2,031 -2,307	-53%	-$241K	0.04%	104
2022 Q4	$452K	Sell	4,338 -23,341	-84%	-$2.42M	0.1%	83
2022 Q3	$2.84M	Hold	27,679	–	–	0.61%	27
2022 Q2	$2.9M	Sell	27,679 -5,829	-17%	-$606K	0.59%	27
2022 Q1	$3.5M	Buy	+33,508	New	+$3.55M	0.64%	25

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

Proffitt & Goodson's SUB Position: Q2 2026 in Review

Proffitt & Goodson increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 19% in Q2 2026, buying an estimated $51.2K and bringing the position to 3,025 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #112.

Proffitt & Goodson first reported a position in SUB in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.5M in Q1 2022. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Proffitt & Goodson held 3,025 shares of iShares Short-Term National Muni Bond ETF worth $322K as of Q2 2026.
Proffitt & Goodson bought 481 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $51.2K.
iShares Short-Term National Muni Bond ETF made up 0.04% of Proffitt & Goodson's portfolio in Q2 2026, its #112 holding.
Proffitt & Goodson first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and has held it in 18 quarters since.
Proffitt & Goodson's iShares Short-Term National Muni Bond ETF position peaked at $3.5M in Q1 2022.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.