SS
SUB icon

Sunbelt Securities’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Sunbelt Securities’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
Q1 		$111K Sell
1,044
-24
-2% -$2.57K 0.01% 802
2025
Q4 		$114K Sell
1,068
-19
-2% -$2.02K 0.01% 784
2025
Q3 		$116K Sell
1,087
-854
-44% -$91.2K 0.01% 783
2025
Q2 		$205K Buy
1,941
+112
+6% +$11.8K 0.02% 578
2025
Q1 		$193K Sell
1,829
-112
-6% -$11.8K 0.02% 571
2024
Q4 		$205K Sell
1,941
-38
-2% -$4.01K 0.02% 579
2024
Q3 		$210K Buy
1,979
+85
+4% +$8.97K 0.02% 579
2024
Q2 		$198K Sell
1,894
-225
-11% -$23.5K 0.02% 554
2024
Q1 		$222K Buy
2,119
+1
+0% +$105 0.02% 509
2023
Q4 		$223K Buy
2,118
+2
+0.1% +$208 0.03% 464
2023
Q3 		$218K Sell
2,116
-29
-1% -$3.01K 0.03% 462
2023
Q2 		$223K Buy
2,145
+211
+11% +$22K 0.03% 443
2023
Q1 		$203K Sell
1,934
-1,183
-38% -$124K 0.03% 433
2022
Q4 		$325K Sell
3,117
-1,494
-32% -$155K 0.06% 330
2022
Q3 		$473K Buy
+4,611
New +$481K 0.1% 244

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

Sunbelt Securities's SUB Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.2% in Q1 2026, selling an estimated $2.57K and leaving 1,044 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #802.

Sunbelt Securities first reported a position in SUB in Q3 2022 and has held it in 15 quarters since. The position peaked at $473K in Q3 2022. 889 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • Sunbelt Securities held 1,044 shares of iShares Short-Term National Muni Bond ETF worth $111K as of Q1 2026.
  • Sunbelt Securities sold 24 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $2.57K.
  • iShares Short-Term National Muni Bond ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #802 holding.
  • Sunbelt Securities first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Sunbelt Securities's iShares Short-Term National Muni Bond ETF position peaked at $473K in Q3 2022.
  • 889 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.