Rinkey Investments’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Rinkey Investments’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	$763K	Hold	7,165	–	–	0.18%	58
2026 Q1	$763K	Sell	7,165 -1,893	-21%	-$203K	0.2%	60
2025 Q4	$966K	Hold	9,058	–	–	0.25%	55
2025 Q3	$967K	Buy	+9,058	New	+$967K	0.26%	52
2024 Q3	–	Sell	-31,119	Closed	-$3.25M	–	89
2024 Q2	$3.25M	Buy	31,119 +12,364	+66%	+$1.29M	1.17%	21
2024 Q1	$1.96M	Sell	18,755 -616	-3%	-$64.7K	0.72%	22
2023 Q4	$2.04M	Buy	19,371 +15,441	+393%	+$1.61M	0.8%	23
2023 Q3	$404K	Buy	3,930 +392	+11%	+$40.7K	0.19%	33
2023 Q2	$368K	Buy	3,538 +740	+26%	+$77K	0.17%	43
2023 Q1	$293K	Buy	2,798 +197	+8%	+$20.6K	0.15%	41
2022 Q4	$271K	Sell	2,601 -43,773	-94%	-$4.53M	0.16%	42
2022 Q3	$4.79M	Buy	+46,374	New	+$4.84M	3.62%	10

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

Rinkey Investments's SUB Position: Q2 2026 in Review

Rinkey Investments held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 7,165 shares worth $763K. The position accounts for 0.18% of the portfolio, ranked #58.

Rinkey Investments first reported a position in SUB in Q3 2022 and has held it in 12 quarters since. The position peaked at $4.79M in Q3 2022. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Rinkey Investments held 7,165 shares of iShares Short-Term National Muni Bond ETF worth $763K as of Q2 2026.
Rinkey Investments left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.18% of Rinkey Investments's portfolio in Q2 2026, its #58 holding.
Rinkey Investments first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and has held it in 12 quarters since.
Rinkey Investments's iShares Short-Term National Muni Bond ETF position peaked at $4.79M in Q3 2022.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.