Ritholtz Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Ritholtz Wealth 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	$28.5M	Sell	267,213 -4,043	-1%	-$430K	0.42%	30
2026 Q1	$28.9M	Buy	271,256 +9,826	+4%	+$1.05M	0.5%	27
2025 Q4	$27.9M	Buy	261,430 +2,343	+0.9%	+$250K	0.51%	26
2025 Q3	$27.7M	Buy	259,087 +4,770	+2%	+$509K	0.54%	27
2025 Q2	$27M	Buy	254,317 +5,245	+2%	+$554K	0.6%	22
2025 Q1	$26.3M	Buy	249,072 +23,790	+11%	+$2.51M	0.79%	21
2024 Q4	$23.8M	Buy	225,282 +3,556	+2%	+$376K	0.7%	23
2024 Q3	$23.5M	Buy	221,726 +2,781	+1%	+$293K	0.71%	22
2024 Q2	$22.9M	Sell	218,945 -3,271	-1%	-$342K	0.76%	22
2024 Q1	$23.3M	Sell	222,216 -5,773	-3%	-$606K	0.8%	21
2023 Q4	$24M	Sell	227,989 -1,934	-0.8%	-$201K	0.93%	19
2023 Q3	$23.6M	Buy	229,923 +3,825	+2%	+$397K	1.06%	18
2023 Q2	$23.5M	Buy	226,098 +2,718	+1%	+$283K	1.06%	17
2023 Q1	$23.4M	Buy	223,380 +1,401	+0.6%	+$146K	1.17%	17
2022 Q4	$23.1M	Sell	221,979 -18,188	-8%	-$1.88M	1.29%	15
2022 Q3	$24.7M	Buy	240,167 +19,536	+9%	+$2.04M	1.31%	12
2022 Q2	$23.1M	Buy	+220,631	New	+$23M	1.45%	11

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

Ritholtz Wealth Management's SUB Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.5% in Q2 2026, selling an estimated $430K and leaving 267,213 shares worth $28.5M. The position accounts for 0.42% of the portfolio, ranked #30.

Ritholtz Wealth Management first reported a position in SUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $28.9M in Q1 2026. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Ritholtz Wealth Management held 267,213 shares of iShares Short-Term National Muni Bond ETF worth $28.5M as of Q2 2026.
Ritholtz Wealth Management sold 4,043 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $430K.
iShares Short-Term National Muni Bond ETF made up 0.42% of Ritholtz Wealth Management's portfolio in Q2 2026, its #30 holding.
Ritholtz Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
Ritholtz Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $28.9M in Q1 2026.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.