RiverFront Investment Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

RiverFront Investment Group’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	$1.32M	Buy	12,437 +1,162	+10%	+$124K	0.02%	211
2026 Q1	$1.2M	Buy	11,275 +1,164	+12%	+$125K	0.02%	185
2025 Q4	$1.08M	Buy	10,111 +840	+9%	+$89.5K	0.02%	156
2025 Q3	$990K	Buy	9,271 +1,364	+17%	+$146K	0.02%	154
2025 Q2	$841K	Buy	+7,907	New	+$835K	0.02%	159
2024 Q2	–	Sell	-6,967	Closed	-$730K	–	174
2024 Q1	$730K	Buy	6,967 +3,917	+128%	+$411K	0.02%	89
2023 Q4	$322K	Sell	3,050 -1,242	-29%	-$129K	0.01%	99
2023 Q3	$441K	Hold	4,292	–	–	0.02%	92
2023 Q2	$447K	Buy	4,292 +1,713	+66%	+$178K	0.01%	93
2023 Q1	$270K	Buy	+2,579	New	+$269K	0.01%	98

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

RiverFront Investment Group's SUB Position: Q2 2026 in Review

RiverFront Investment Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 10% in Q2 2026, buying an estimated $124K and bringing the position to 12,437 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #211.

RiverFront Investment Group first reported a position in SUB in Q1 2023 and has held it in 10 quarters since. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

RiverFront Investment Group held 12,437 shares of iShares Short-Term National Muni Bond ETF worth $1.32M as of Q2 2026.
RiverFront Investment Group bought 1,162 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $124K.
iShares Short-Term National Muni Bond ETF made up 0.02% of RiverFront Investment Group's portfolio in Q2 2026, its #211 holding.
RiverFront Investment Group first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and has held it in 10 quarters since.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.