Sowell Financial Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Sowell Financial Services’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	$254K	Sell	2,389 -102	-4%	-$10.9K	0.01%	949
2026 Q1	$265K	Buy	2,491 +105	+4%	+$11.2K	0.01%	880
2025 Q4	$255K	Buy	2,386 +39	+2%	+$4.16K	0.01%	900
2025 Q3	$251K	Sell	2,347 -323	-12%	-$34.5K	0.01%	892
2025 Q2	$284K	Sell	2,670 -14	-0.5%	-$1.48K	0.01%	807
2025 Q1	$283K	Buy	+2,684	New	+$284K	0.01%	787
2023 Q4	–	Sell	-24,045	Closed	-$2.47M	–	576
2023 Q3	$2.47M	Buy	24,045 +1,239	+5%	+$129K	0.16%	154
2023 Q2	$2.37M	Buy	22,806 +15,273	+203%	+$1.59M	0.13%	177
2023 Q1	$789K	Sell	7,533 -12,882	-63%	-$1.34M	0.06%	342
2022 Q4	$2.13M	Buy	20,415 +7,373	+57%	+$763K	0.14%	178
2022 Q3	$1.34M	Buy	+13,042	New	+$1.36M	0.14%	197
2022 Q1	–	Sell	-10,175	Closed	-$1.09M	–	477
2021 Q4	$1.09M	Buy	+10,175	New	+$1.09M	0.06%	316
2021 Q2	–	Sell	-7,852	Closed	-$846K	–	2444
2021 Q1	$846K	Sell	7,852 -398	-5%	-$43K	0.03%	465
2020 Q4	$892K	Buy	8,250 +264	+3%	+$28.5K	0.04%	356
2020 Q3	$863K	Sell	7,986 -1,118	-12%	-$121K	0.04%	333
2020 Q2	$982K	Sell	9,104 -22,686	-71%	-$2.43M	0.05%	277
2020 Q1	$3.38M	Buy	31,790 +25,837	+434%	+$2.75M	0.25%	98
2019 Q4	$636K	Buy	5,953 +2,723	+84%	+$290K	0.05%	377
2019 Q3	$344K	Buy	+3,230	New	+$345K	0.03%	498
2019 Q1	$350K	Buy	3,304 +277	+9%	+$29.3K	0.04%	422
2018 Q4	$319K	Buy	+3,027	New	+$317K	0.05%	374

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

Sowell Financial Services's SUB Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 4.1% in Q2 2026, selling an estimated $10.9K and leaving 2,389 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #949.

Sowell Financial Services first reported a position in SUB in Q4 2018 and has held it in 21 quarters since. The position peaked at $3.38M in Q1 2020. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Sowell Financial Services held 2,389 shares of iShares Short-Term National Muni Bond ETF worth $254K as of Q2 2026.
Sowell Financial Services sold 102 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $10.9K.
iShares Short-Term National Muni Bond ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #949 holding.
Sowell Financial Services first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2018 and has held it in 21 quarters since.
Sowell Financial Services's iShares Short-Term National Muni Bond ETF position peaked at $3.38M in Q1 2020.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.