Safe Harbor Family Capital’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$25M Buy
234,813
+3,532
+2% +$376K 16.71% 2
2026
Q1
$24.6M Buy
231,281
+475
+0.2% +$50.8K 19.27% 2
2025
Q4
$24.6M Buy
+230,806
New +$24.6M 21.64% 2

Other funds holding SUB

Safe Harbor Family Capital's SUB Position: Q2 2026 in Review

Safe Harbor Family Capital increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.5% in Q2 2026, buying an estimated $376K and bringing the position to 234,813 shares worth $25M. The position accounts for 16.71% of the portfolio, ranked #2.

Safe Harbor Family Capital first reported a position in SUB in Q4 2025 and has held it in 3 quarters since. 885 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Safe Harbor Family Capital held 234,813 shares of iShares Short-Term National Muni Bond ETF worth $25M as of Q2 2026.
  • Safe Harbor Family Capital bought 3,532 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $376K.
  • iShares Short-Term National Muni Bond ETF made up 16.71% of Safe Harbor Family Capital's portfolio in Q2 2026, its #2 holding.
  • Safe Harbor Family Capital first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 885 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Safe Harbor Family Capital's 13F filing for Q2 2026, filed 11 Aug 2026.