South Plains Financial’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

South Plains Financial’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	$372K	Sell	3,496 -300	-8%	-$31.9K	0.2%	101
2026 Q1	$404K	Hold	3,796	–	–	0.24%	98
2025 Q4	$405K	Hold	3,796	–	–	0.24%	94
2025 Q3	$405K	Hold	3,796	–	–	0.25%	95
2025 Q2	$404K	Hold	3,796	–	–	0.28%	85
2025 Q1	$401K	Hold	3,796	–	–	0.31%	86
2024 Q4	$400K	Buy	+3,796	New	+$401K	0.31%	85

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

South Plains Financial's SUB Position: Q2 2026 in Review

South Plains Financial reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 7.9% in Q2 2026, selling an estimated $31.9K and leaving 3,496 shares worth $372K. The position accounts for 0.2% of the portfolio, ranked #101.

South Plains Financial first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $405K in Q3 2025. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

South Plains Financial held 3,496 shares of iShares Short-Term National Muni Bond ETF worth $372K as of Q2 2026.
South Plains Financial sold 300 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $31.9K.
iShares Short-Term National Muni Bond ETF made up 0.2% of South Plains Financial's portfolio in Q2 2026, its #101 holding.
South Plains Financial first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
South Plains Financial's iShares Short-Term National Muni Bond ETF position peaked at $405K in Q3 2025.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on South Plains Financial's 13F filing for Q2 2026, filed 13 Aug 2026.