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Split Rock Private Trading & Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Split Rock Private Trading & 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 		$336K Buy
3,158
+983
+45% +$105K 0.23% 36
2026
Q1 		$232K Buy
+2,175
New +$233K 0.18% 36

Other funds holding SUB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's SUB Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 45% in Q2 2026, buying an estimated $105K and bringing the position to 3,158 shares worth $336K. The position accounts for 0.23% of the portfolio, ranked #36.

Split Rock Private Trading & Wealth Management first reported a position in SUB in Q1 2026 and has held it in 2 quarters since. 607 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Split Rock Private Trading & Wealth Management held 3,158 shares of iShares Short-Term National Muni Bond ETF worth $336K as of Q2 2026.
  • Split Rock Private Trading & Wealth Management bought 983 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $105K.
  • iShares Short-Term National Muni Bond ETF made up 0.23% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 607 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.