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

Sentinel Pension 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	$375K	Buy	+3,529	New	+$376K	0.05%	108
2020 Q1	–	Sell	-2,956	Closed	-$316K	–	76
2019 Q4	$316K	Buy	+2,956	New	+$315K	0.21%	44

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

Sentinel Pension Advisors's SUB Position: Q2 2026 in Review

Sentinel Pension Advisors opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 3,529 shares worth $375K. The stake represents 0.05% of the portfolio and ranks #108 among its holdings. This is a return to the name: Sentinel Pension Advisors previously reported a position in SUB as recently as Q4 2019.

Sentinel Pension Advisors first reported a position in SUB in Q4 2019 and has held it in 2 quarters since. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Sentinel Pension Advisors held 3,529 shares of iShares Short-Term National Muni Bond ETF worth $375K as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new Sentinel Pension Advisors position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.05% of Sentinel Pension Advisors's portfolio in Q2 2026, its #108 holding.
Sentinel Pension Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and has held it in 2 quarters since.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.