SageView Advisory Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

SageView Advisory 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	$7.55M	Sell	70,883 -442	-0.6%	-$47K	0.25%	50
2026 Q1	$7.6M	Sell	71,325 -20,402	-22%	-$2.18M	0.28%	43
2025 Q4	$9.79M	Buy	91,727 +12,133	+15%	+$1.29M	0.33%	36
2025 Q3	$8.5M	Buy	79,594 +233	+0.3%	+$24.9K	0.29%	41
2025 Q2	$8.46M	Buy	79,361 +932	+1%	+$98.4K	0.32%	35
2025 Q1	$8.28M	Sell	78,429 -2,747	-3%	-$290K	0.35%	35
2024 Q4	$8.56M	Buy	81,176 +39,845	+96%	+$4.21M	0.37%	36
2024 Q3	$4.39M	Buy	+41,331	New	+$4.36M	0.22%	61
2024 Q2	–	Sell	-9,651	Closed	-$1.01M	–	60
2024 Q1	$881K	Buy	+9,651	New	+$1.01M	0.04%	217
2023 Q4	–	Sell	-67,826	Closed	-$7.06M	–	39
2023 Q3	$6.98M	Sell	67,826 -2,767	-4%	-$287K	0.4%	37
2023 Q2	$7.34M	Sell	70,593 -948	-1%	-$98.7K	0.41%	35
2023 Q1	$7.49M	Buy	71,541 +12,869	+22%	+$1.34M	0.48%	34
2022 Q4	$6.12M	Buy	+58,672	New	+$6.07M	0.5%	46

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

SageView Advisory Group's SUB Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.62% in Q2 2026, selling an estimated $47K and leaving 70,883 shares worth $7.55M. The position accounts for 0.25% of the portfolio, ranked #50.

SageView Advisory Group first reported a position in SUB in Q4 2022 and has held it in 13 quarters since. The position peaked at $9.79M in Q4 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

SageView Advisory Group held 70,883 shares of iShares Short-Term National Muni Bond ETF worth $7.55M as of Q2 2026.
SageView Advisory Group sold 442 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $47K.
iShares Short-Term National Muni Bond ETF made up 0.25% of SageView Advisory Group's portfolio in Q2 2026, its #50 holding.
SageView Advisory Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's iShares Short-Term National Muni Bond ETF position peaked at $9.79M in Q4 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.