Relyea Zuckerberg Hanson’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Relyea Zuckerberg Hanson’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	$1.02M	Buy	9,608 +2,951	+44%	+$314K	0.09%	113
2026 Q1	$709K	Buy	6,657 +494	+8%	+$52.9K	0.07%	131
2025 Q4	$658K	Buy	6,163 +1,389	+29%	+$148K	0.07%	132
2025 Q3	$510K	Buy	4,774 +1,091	+30%	+$117K	0.05%	153
2025 Q2	$392K	Buy	3,683 +1,127	+44%	+$119K	0.05%	184
2025 Q1	$270K	Sell	2,556 -593	-19%	-$62.7K	0.04%	216
2024 Q4	$332K	Buy	3,149 +1,021	+48%	+$108K	0.04%	192
2024 Q3	$226K	Buy	+2,128	New	+$225K	0.03%	232
2023 Q4	–	Sell	-2,099	Closed	-$216K	–	240
2023 Q3	$216K	Buy	+2,099	New	+$218K	0.05%	179

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

Relyea Zuckerberg Hanson's SUB Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 44% in Q2 2026, buying an estimated $314K and bringing the position to 9,608 shares worth $1.02M. The position accounts for 0.09% of the portfolio, ranked #113.

Relyea Zuckerberg Hanson first reported a position in SUB in Q3 2023 and has held it in 9 quarters since. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Relyea Zuckerberg Hanson held 9,608 shares of iShares Short-Term National Muni Bond ETF worth $1.02M as of Q2 2026.
Relyea Zuckerberg Hanson bought 2,951 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $314K.
iShares Short-Term National Muni Bond ETF made up 0.09% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #113 holding.
Relyea Zuckerberg Hanson first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2023 and has held it in 9 quarters since.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.