Salomon & Ludwin’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Salomon & Ludwin’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	$77.3M	Buy	726,711 +15,623	+2%	+$1.66M	6.36%	2
2026 Q1	$76.3M	Buy	711,088 +47,826	+7%	+$5.12M	6.81%	1
2025 Q4	$70.9M	Buy	663,262 +27,347	+4%	+$2.91M	6.26%	2
2025 Q3	$67.8M	Buy	635,915 +36,668	+6%	+$3.92M	6.1%	2
2025 Q2	$63.7M	Buy	599,247 +16,773	+3%	+$1.77M	6.29%	2
2025 Q1	$61.5M	Buy	582,474 +22,832	+4%	+$2.41M	6.56%	2
2024 Q4	$59M	Buy	559,642 +10,221	+2%	+$1.08M	6.25%	2
2024 Q3	$58.4M	Buy	549,421 +37,631	+7%	+$3.97M	5.95%	2
2024 Q2	$53.5M	Buy	511,790 +7,843	+2%	+$819K	5.97%	3
2024 Q1	$52.8M	Buy	503,947 +57,960	+13%	+$6.09M	4.54%	5
2023 Q4	$45.9M	Hold	445,987	–	–	4.79%	5
2023 Q3	$45.9M	Buy	445,987 +71,766	+19%	+$7.44M	4.79%	5
2023 Q2	$38.9M	Buy	374,221 +145,777	+64%	+$15.2M	4.14%	5
2023 Q1	$23.9M	Buy	228,444 +12,197	+6%	+$1.27M	2.85%	9
2022 Q4	$22.5M	Buy	+216,247	New	+$22.4M	2.86%	8

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

Salomon & Ludwin's SUB Position: Q2 2026 in Review

Salomon & Ludwin increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.2% in Q2 2026, buying an estimated $1.66M and bringing the position to 726,711 shares worth $77.3M. The position accounts for 6.36% of the portfolio, ranked #2.

Salomon & Ludwin first reported a position in SUB in Q4 2022 and has held it in 15 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Salomon & Ludwin held 726,711 shares of iShares Short-Term National Muni Bond ETF worth $77.3M as of Q2 2026.
Salomon & Ludwin bought 15,623 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.66M.
iShares Short-Term National Muni Bond ETF made up 6.36% of Salomon & Ludwin's portfolio in Q2 2026, its #2 holding.
Salomon & Ludwin first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.