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

Sanctuary 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 Q2	$12.6M	Buy	117,929 +17,270	+17%	+$1.84M	0.06%	341
2026 Q1	$10.7M	Buy	100,659 +4,997	+5%	+$535K	0.06%	353
2025 Q4	$10.2M	Buy	95,662 +10,136	+12%	+$1.08M	0.06%	344
2025 Q3	$9.13M	Buy	85,526 +48,389	+130%	+$5.17M	0.05%	364
2025 Q2	$3.95M	Buy	37,137 +2,847	+8%	+$301K	0.02%	581
2025 Q1	$3.62M	Sell	34,290 -5,189	-13%	-$549K	0.03%	577
2024 Q4	$4.18M	Buy	39,479 +2,877	+8%	+$304K	0.03%	563
2024 Q3	$3.87M	Sell	36,602 -12,299	-25%	-$1.3M	0.02%	594
2024 Q2	$5.11M	Buy	+48,901	New	+$5.11M	0.04%	452

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

Sanctuary Advisors's SUB Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 17% in Q2 2026, buying an estimated $1.84M and bringing the position to 117,929 shares worth $12.6M. The position accounts for 0.06% of the portfolio, ranked #341.

Sanctuary Advisors first reported a position in SUB in Q2 2024 and has held it in 9 quarters since. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Sanctuary Advisors held 117,929 shares of iShares Short-Term National Muni Bond ETF worth $12.6M as of Q2 2026.
Sanctuary Advisors bought 17,270 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.84M.
iShares Short-Term National Muni Bond ETF made up 0.06% of Sanctuary Advisors's portfolio in Q2 2026, its #341 holding.
Sanctuary Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.