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

Robinswood Financial’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	$116K	Hold	1,088	–	–	0.03%	105
2026 Q1	$116K	Hold	1,088	–	–	0.04%	99
2025 Q4	$116K	Hold	1,088	–	–	0.04%	97
2025 Q3	$116K	Hold	1,088	–	–	0.04%	95
2025 Q2	$116K	Hold	1,088	–	–	0.04%	95
2025 Q1	$115K	Hold	1,088	–	–	0.04%	90
2024 Q4	$115K	Hold	1,088	–	–	0.04%	86
2024 Q3	$116K	Hold	1,088	–	–	0.04%	87
2024 Q2	$114K	Hold	1,088	–	–	0.05%	88
2024 Q1	$114K	Hold	1,088	–	–	0.05%	70
2023 Q4	$115K	Buy	+1,088	New	+$113K	0.05%	65

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

Robinswood Financial's SUB Position: Q2 2026 in Review

Robinswood Financial held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 1,088 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #105.

Robinswood Financial first reported a position in SUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $116K in Q3 2025. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Robinswood Financial held 1,088 shares of iShares Short-Term National Muni Bond ETF worth $116K as of Q2 2026.
Robinswood Financial left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.03% of Robinswood Financial's portfolio in Q2 2026, its #105 holding.
Robinswood Financial first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Robinswood Financial's iShares Short-Term National Muni Bond ETF position peaked at $116K in Q3 2025.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.