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

Savvy Advisors Inc’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	$9.5M	Buy	89,241 +7,609	+9%	+$810K	0.2%	93
2026 Q1	$8.69M	Buy	81,632 +7,482	+10%	+$801K	0.23%	80
2025 Q4	$7.91M	Sell	74,150 -114	-0.2%	-$12.1K	0.26%	70
2025 Q3	$7.93M	Buy	74,264 +49,887	+205%	+$5.33M	0.36%	54
2025 Q2	$2.59M	Buy	24,377 +5,207	+27%	+$550K	0.17%	88
2025 Q1	$2.02M	Buy	19,170 +2,306	+14%	+$244K	0.2%	82
2024 Q4	$1.78M	Buy	16,864 +1,949	+13%	+$206K	0.21%	82
2024 Q3	$1.58M	Buy	14,915 +1,475	+11%	+$156K	0.32%	66
2024 Q2	$1.41M	Sell	13,440 -7,832	-37%	-$818K	0.46%	48
2024 Q1	$2.23M	Buy	21,272 +13,550	+175%	+$1.42M	1.28%	11
2023 Q4	$814K	Buy	+7,722	New	+$803K	0.79%	27

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

Savvy Advisors Inc's SUB Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 9.3% in Q2 2026, buying an estimated $810K and bringing the position to 89,241 shares worth $9.5M. The position accounts for 0.2% of the portfolio, ranked #93.

Savvy Advisors Inc first reported a position in SUB in Q4 2023 and has held it in 11 quarters since. 907 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Savvy Advisors Inc held 89,241 shares of iShares Short-Term National Muni Bond ETF worth $9.5M as of Q2 2026.
Savvy Advisors Inc bought 7,609 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $810K.
iShares Short-Term National Muni Bond ETF made up 0.2% of Savvy Advisors Inc's portfolio in Q2 2026, its #93 holding.
Savvy Advisors Inc first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
907 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.