Pure Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Pure Financial Advisors’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	$2.34M	Buy	22,008 +1,478	+7%	+$157K	0.03%	166
2026 Q1	$2.19M	Buy	20,530 +1,633	+9%	+$175K	0.03%	156
2025 Q4	$2.02M	Sell	18,897 -364	-2%	-$38.8K	0.03%	162
2025 Q3	$2.06M	Buy	19,261 +5,553	+41%	+$593K	0.03%	156
2025 Q2	$1.46M	Buy	13,708 +2,353	+21%	+$249K	0.03%	174
2025 Q1	$1.2M	Buy	11,355 +3,498	+45%	+$370K	0.03%	160
2024 Q4	$829K	Sell	7,857 -2,582	-25%	-$273K	0.02%	172
2024 Q3	$1.11M	Buy	10,439 +2,987	+40%	+$315K	0.03%	150
2024 Q2	$779K	Sell	7,452 -342	-4%	-$35.7K	0.02%	162
2024 Q1	$816K	Buy	7,794 +268	+4%	+$28.1K	0.03%	156
2023 Q4	$793K	Sell	7,526 -2,699	-26%	-$281K	0.03%	156
2023 Q3	$1.05M	Buy	10,225 +6,083	+147%	+$631K	0.04%	127
2023 Q2	$431K	Buy	4,142 +392	+10%	+$40.8K	0.02%	175
2023 Q1	$393K	Buy	3,750 +570	+18%	+$59.5K	0.02%	178
2022 Q4	$332K	Buy	+3,180	New	+$329K	0.02%	184

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

Pure Financial Advisors's SUB Position: Q2 2026 in Review

Pure Financial Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 7.2% in Q2 2026, buying an estimated $157K and bringing the position to 22,008 shares worth $2.34M. The position accounts for 0.03% of the portfolio, ranked #166.

Pure Financial Advisors first reported a position in SUB in Q4 2022 and has held it in 15 quarters since. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Pure Financial Advisors held 22,008 shares of iShares Short-Term National Muni Bond ETF worth $2.34M as of Q2 2026.
Pure Financial Advisors bought 1,478 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $157K.
iShares Short-Term National Muni Bond ETF made up 0.03% of Pure Financial Advisors's portfolio in Q2 2026, its #166 holding.
Pure Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.