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Strategic Investment Solutions’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Strategic Investment Solutions’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 		$211K Buy
1,976
+277
+16% +$29.5K 0.05% 150
2026
Q1 		$181K Buy
1,699
+8
+0.5% +$856 0.04% 157
2025
Q4 		$180K Buy
1,691
+14
+0.8% +$1.49K 0.04% 140
2025
Q3 		$179K Sell
1,677
-73
-4% -$7.79K 0.05% 144
2025
Q2 		$186K Sell
1,750
-1,746
-50% -$184K 0.06% 128
2025
Q1 		$369K Sell
3,496
-536
-13% -$56.7K 0.11% 80
2024
Q4 		$425K Buy
4,032
+577
+17% +$60.9K 0.14% 74
2024
Q3 		$367K Buy
3,455
+12
+0.3% +$1.27K 0.11% 76
2024
Q2 		$363K Buy
+3,443
New +$360K 0.12% 73
2023
Q4 		$406K Sell
3,854
-222,867
-98% -$23.2M 0.07% 123
2023
Q3 		$23.5M Buy
226,721
+222,515
+5,290% +$23.1M 0.29% 54
2023
Q2 		$436K Sell
4,206
-2,084
-33% -$217K 0.09% 79
2023
Q1 		$658K Buy
6,290
+113
+2% +$11.8K 0.13% 88
2022
Q4 		$649K Buy
+6,177
New +$639K 0.32% 45

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Strategic Investment Solutions's SUB Position: Q2 2026 in Review

Strategic Investment Solutions increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 16% in Q2 2026, buying an estimated $29.5K and bringing the position to 1,976 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #150.

Strategic Investment Solutions first reported a position in SUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $23.5M in Q3 2023. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Strategic Investment Solutions held 1,976 shares of iShares Short-Term National Muni Bond ETF worth $211K as of Q2 2026.
  • Strategic Investment Solutions bought 277 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $29.5K.
  • iShares Short-Term National Muni Bond ETF made up 0.05% of Strategic Investment Solutions's portfolio in Q2 2026, its #150 holding.
  • Strategic Investment Solutions first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Strategic Investment Solutions's iShares Short-Term National Muni Bond ETF position peaked at $23.5M in Q3 2023.
  • 909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.