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

Sequoia Financial 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	Sell	118,563 -4,910	-4%	-$523K	0.06%	193
2026 Q1	$13.1M	Buy	123,473 +1,234	+1%	+$132K	0.07%	175
2025 Q4	$13M	Sell	122,239 -6,452	-5%	-$688K	0.07%	179
2025 Q3	$13.7M	Sell	128,691 -6,794	-5%	-$725K	0.08%	164
2025 Q2	$14.4M	Sell	135,485 -5,331	-4%	-$563K	0.1%	158
2025 Q1	$14.9M	Buy	140,816 +34,568	+33%	+$3.65M	0.11%	154
2024 Q4	$11.2M	Buy	106,248 +9,178	+9%	+$969K	0.11%	161
2024 Q3	$10.3M	Sell	97,070 -6,358	-6%	-$671K	0.11%	149
2024 Q2	$10.8M	Buy	103,428 +4,154	+4%	+$434K	0.13%	132
2024 Q1	$10.4M	Buy	99,274 +1,010	+1%	+$106K	0.13%	138
2023 Q4	$10.4M	Buy	98,264 +980	+1%	+$102K	0.13%	142
2023 Q3	$10M	Sell	97,284 -4,915	-5%	-$510K	0.18%	101
2023 Q2	$10.6M	Buy	+102,199	New	+$10.6M	0.18%	97
2022 Q3	–	Sell	-2,212	Closed	-$232K	–	584
2022 Q2	$232K	Buy	+2,212	New	+$230K	0.01%	513
2021 Q3	–	Sell	-1,862	Closed	-$201K	–	425
2021 Q2	$201K	Hold	1,862	–	–	0.01%	453
2021 Q1	$201K	Sell	1,862 -69	-4%	-$7.45K	0.01%	421
2020 Q4	$209K	Hold	1,931	–	–	0.01%	388
2020 Q3	$209K	Buy	+1,931	New	+$209K	0.01%	363
2019 Q1	–	Sell	-13,279	Closed	-$1.4M	–	376
2018 Q4	$1.4M	Buy	+13,279	New	+$1.39M	0.16%	84

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

Sequoia Financial Advisors's SUB Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 4% in Q2 2026, selling an estimated $523K and leaving 118,563 shares worth $12.6M. The position accounts for 0.06% of the portfolio, ranked #193.

Sequoia Financial Advisors first reported a position in SUB in Q4 2018 and has held it in 19 quarters since. The position peaked at $14.9M in Q1 2025. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Sequoia Financial Advisors held 118,563 shares of iShares Short-Term National Muni Bond ETF worth $12.6M as of Q2 2026.
Sequoia Financial Advisors sold 4,910 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $523K.
iShares Short-Term National Muni Bond ETF made up 0.06% of Sequoia Financial Advisors's portfolio in Q2 2026, its #193 holding.
Sequoia Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2018 and has held it in 19 quarters since.
Sequoia Financial Advisors's iShares Short-Term National Muni Bond ETF position peaked at $14.9M in Q1 2025.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.