StoneX Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

StoneX Group’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	$593K	Buy	5,565 +103	+2%	+$11K	0.02%	493
2026 Q1	$582K	Sell	5,462 -5,792	-51%	-$620K	0.03%	379
2025 Q4	$1.2M	Buy	11,254 +4,255	+61%	+$453K	0.05%	297
2025 Q3	$747K	Sell	6,999 -921	-12%	-$98.3K	0.03%	430
2025 Q2	$842K	Buy	7,920 +1,070	+16%	+$113K	0.04%	379
2025 Q1	$723K	Sell	6,850 -3,581	-34%	-$379K	0.04%	364
2024 Q4	$1.1M	Sell	10,431 -658	-6%	-$69.5K	0.06%	267
2024 Q3	$1.18M	Sell	11,089 -2,172	-16%	-$229K	0.09%	196
2024 Q2	$1.39M	Sell	13,261 -23,883	-64%	-$2.5M	0.11%	158
2024 Q1	$3.89M	Sell	37,144 -5,469	-13%	-$574K	0.35%	59
2023 Q4	$4.49M	Sell	42,613 -2,528	-6%	-$263K	0.45%	37
2023 Q3	$4.64M	Sell	45,141 -3,229	-7%	-$335K	0.5%	34
2023 Q2	$5.03M	Sell	48,370 -2,592	-5%	-$270K	0.52%	33
2023 Q1	$5.33M	Buy	50,962 +332	+0.7%	+$34.7K	0.58%	29
2022 Q4	$5.28M	Buy	50,630 +2,151	+4%	+$223K	0.63%	28
2022 Q3	$4.98M	Buy	48,479 +3,973	+9%	+$415K	0.68%	28
2022 Q2	$4.66M	Buy	44,506 +39,693	+825%	+$4.13M	0.57%	32
2022 Q1	$503K	Buy	4,813 +2,387	+98%	+$253K	0.04%	357
2021 Q4	$261K	Buy	2,426 +6	+0.2%	+$644	0.03%	448
2021 Q3	$260K	Buy	2,420 +69	+3%	+$7.44K	0.04%	402
2021 Q2	$253K	Sell	2,351 -354	-13%	-$38.2K	0.04%	397
2021 Q1	$292K	Buy	2,705 +97	+4%	+$10.5K	0.05%	307
2020 Q4	$282K	Buy	+2,608	New	+$281K	0.06%	273
2020 Q1	–	Sell	-1,991	Closed	-$213K	–	315
2019 Q4	$213K	Buy	+1,991	New	+$212K	0.09%	279

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

StoneX Group's SUB Position: Q2 2026 in Review

StoneX Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.9% in Q2 2026, buying an estimated $11K and bringing the position to 5,565 shares worth $593K. The position accounts for 0.02% of the portfolio, ranked #493.

StoneX Group first reported a position in SUB in Q4 2019 and has held it in 24 quarters since. The position peaked at $5.33M in Q1 2023. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

StoneX Group held 5,565 shares of iShares Short-Term National Muni Bond ETF worth $593K as of Q2 2026.
StoneX Group bought 103 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $11K.
iShares Short-Term National Muni Bond ETF made up 0.02% of StoneX Group's portfolio in Q2 2026, its #493 holding.
StoneX Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and has held it in 24 quarters since.
StoneX Group's iShares Short-Term National Muni Bond ETF position peaked at $5.33M in Q1 2023.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.