Sutton Place Investors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Sutton Place Investors’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	$251K	Hold	2,354	–	–	0.12%	127
2026 Q1	$251K	Hold	2,354	–	–	0.14%	117
2025 Q4	$251K	Sell	2,354 -205	-8%	-$21.8K	0.14%	114
2025 Q3	$273K	Buy	2,559 +1	+0%	+$107	0.16%	105
2025 Q2	$272K	Sell	2,558 -21	-0.8%	-$2.22K	0.16%	100
2025 Q1	$272K	Sell	2,579 -146	-5%	-$15.4K	0.18%	90
2024 Q4	$287K	Sell	2,725 -147	-5%	-$15.5K	0.17%	104
2024 Q3	$305K	Buy	2,872 +21	+0.7%	+$2.22K	0.19%	93
2024 Q2	$298K	Sell	2,851 -803	-22%	-$83.9K	0.2%	90
2024 Q1	$383K	Buy	3,654 +537	+17%	+$56.4K	0.19%	119
2023 Q4	$329K	Buy	3,117 +47	+2%	+$4.89K	0.24%	98
2023 Q3	$316K	Buy	+3,070	New	+$318K	0.41%	50

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

Sutton Place Investors's SUB Position: Q2 2026 in Review

Sutton Place Investors held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 2,354 shares worth $251K. The position accounts for 0.12% of the portfolio, ranked #127.

Sutton Place Investors first reported a position in SUB in Q3 2023 and has held it in 12 quarters since. The position peaked at $383K in Q1 2024. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Sutton Place Investors held 2,354 shares of iShares Short-Term National Muni Bond ETF worth $251K as of Q2 2026.
Sutton Place Investors left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.12% of Sutton Place Investors's portfolio in Q2 2026, its #127 holding.
Sutton Place Investors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
Sutton Place Investors's iShares Short-Term National Muni Bond ETF position peaked at $383K in Q1 2024.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.