Sage Mountain Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Sage Mountain Advisors’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 Q1	$213K	Hold	2,000	–	–	0.01%	193
2025 Q4	$213K	Hold	2,000	–	–	0.01%	463
2025 Q3	$214K	Hold	2,000	–	–	0.01%	449
2025 Q2	$213K	Hold	2,000	–	–	0.01%	401
2025 Q1	$211K	Hold	2,000	–	–	0.02%	367
2024 Q4	$211K	Hold	2,000	–	–	0.02%	362
2024 Q3	$212K	Hold	2,000	–	–	0.02%	372
2024 Q2	$209K	Hold	2,000	–	–	0.02%	328
2024 Q1	$209K	Hold	2,000	–	–	0.02%	312
2023 Q4	$211K	Hold	2,000	–	–	0.02%	257
2023 Q3	$206K	Hold	2,000	–	–	0.03%	247
2023 Q2	$208K	Hold	2,000	–	–	0.03%	242
2023 Q1	$209K	Hold	2,000	–	–	0.03%	225
2022 Q4	$209K	Hold	2,000	–	–	0.05%	152
2022 Q3	$205K	Hold	2,000	–	–	0.05%	163
2022 Q2	$209K	Hold	2,000	–	–	0.04%	424
2022 Q1	$209K	Hold	2,000	–	–	0.03%	454
2021 Q4	$215K	Hold	2,000	–	–	0.03%	509
2021 Q3	$215K	Sell	2,000 -770	-28%	-$83K	0.03%	423
2021 Q2	$299K	Hold	2,770	–	–	0.05%	319
2021 Q1	$299K	Hold	2,770	–	–	0.06%	235
2020 Q4	$299K	Buy	+2,770	New	+$299K	0.1%	132

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Sage Mountain Advisors's SUB Position: Q1 2026 in Review

Sage Mountain Advisors held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q1 2026 at 2,000 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #193.

Sage Mountain Advisors first reported a position in SUB in Q4 2020 and has held it in 22 quarters since. The position peaked at $299K in Q2 2021. 884 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Sage Mountain Advisors held 2,000 shares of iShares Short-Term National Muni Bond ETF worth $213K as of Q1 2026.
Sage Mountain Advisors left its iShares Short-Term National Muni Bond ETF share count unchanged in Q1 2026.
iShares Short-Term National Muni Bond ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #193 holding.
Sage Mountain Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and has held it in 22 quarters since.
Sage Mountain Advisors's iShares Short-Term National Muni Bond ETF position peaked at $299K in Q2 2021.
884 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.