Seaside Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Seaside Wealth Management’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	$1.69M	Buy	15,900 +1,837	+13%	+$196K	0.42%	18
2026 Q1	$1.5M	Sell	14,063 -310	-2%	-$33.2K	0.42%	19
2025 Q4	$1.53M	Sell	14,373 -353	-2%	-$37.6K	0.44%	18
2025 Q3	$1.57M	Buy	14,726 +1,101	+8%	+$118K	0.47%	18
2025 Q2	$1.45M	Sell	13,625 -911	-6%	-$96.2K	0.46%	18
2025 Q1	$1.53M	Buy	14,536 +746	+5%	+$78.9K	0.55%	17
2024 Q4	$1.45M	Buy	13,790 +1,729	+14%	+$183K	0.53%	17
2024 Q3	$1.28M	Buy	12,061 +880	+8%	+$92.8K	0.48%	18
2024 Q2	$1.17M	Sell	11,181 -5,965	-35%	-$623K	0.48%	18
2024 Q1	$1.8M	Sell	17,146 -1,664	-9%	-$175K	0.77%	15
2023 Q4	$1.98M	Sell	18,810 -34,707	-65%	-$3.61M	0.91%	14
2023 Q3	$5.5M	Buy	53,517 +1,950	+4%	+$202K	2.8%	10
2023 Q2	$5.36M	Buy	51,567 +2,248	+5%	+$234K	2.78%	10
2023 Q1	$5.16M	Buy	49,319 +919	+2%	+$95.9K	3.14%	8
2022 Q4	$5.05M	Sell	48,400 -635	-1%	-$65.7K	3.34%	8
2022 Q3	$5.03M	Buy	49,035 +16,205	+49%	+$1.69M	3.47%	8
2022 Q2	$3.46M	Buy	+32,830	New	+$3.42M	2.62%	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

Seaside Wealth Management's SUB Position: Q2 2026 in Review

Seaside Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 13% in Q2 2026, buying an estimated $196K and bringing the position to 15,900 shares worth $1.69M. The position accounts for 0.42% of the portfolio, ranked #18.

Seaside Wealth Management first reported a position in SUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.5M in Q3 2023. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Seaside Wealth Management held 15,900 shares of iShares Short-Term National Muni Bond ETF worth $1.69M as of Q2 2026.
Seaside Wealth Management bought 1,837 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $196K.
iShares Short-Term National Muni Bond ETF made up 0.42% of Seaside Wealth Management's portfolio in Q2 2026, its #18 holding.
Seaside Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
Seaside Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $5.5M in Q3 2023.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.