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Sunbeam Capital Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Sunbeam Capital 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 		$707K Buy
6,645
+2
+0% +$213 0.32% 60
2026
Q1 		$707K Buy
6,643
+1
+0% +$107 0.4% 49
2025
Q4 		$709K Sell
6,642
-3,564
-35% -$380K 0.42% 50
2025
Q3 		$1.09M Buy
10,206
+2
+0% +$214 0.68% 29
2025
Q2 		$1.09M Buy
10,204
+1
+0% +$106 0.82% 28
2025
Q1 		$1.08M Sell
10,203
-2,367
-19% -$250K 1.03% 24
2024
Q4 		$1.33M Buy
+12,570
New +$1.33M 1.23% 22

Other funds holding SUB

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Sunbeam Capital Management's SUB Position: Q2 2026 in Review

Sunbeam Capital Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.03% in Q2 2026, buying an estimated $213 and bringing the position to 6,645 shares worth $707K. The position accounts for 0.32% of the portfolio, ranked #60.

Sunbeam Capital Management first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q4 2024. 463 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Sunbeam Capital Management held 6,645 shares of iShares Short-Term National Muni Bond ETF worth $707K as of Q2 2026.
  • Sunbeam Capital Management bought 2 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $213.
  • iShares Short-Term National Muni Bond ETF made up 0.32% of Sunbeam Capital Management's portfolio in Q2 2026, its #60 holding.
  • Sunbeam Capital Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Sunbeam Capital Management's iShares Short-Term National Muni Bond ETF position peaked at $1.33M in Q4 2024.
  • 463 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.