Syntegra Private Wealth Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Syntegra Private Wealth 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	$7.03M	Buy	65,984 +16,519	+33%	+$1.76M	0.54%	22
2026 Q1	$5.27M	Buy	49,465 +5,235	+12%	+$560K	0.5%	26
2025 Q4	$4.72M	Buy	44,230 +7,239	+20%	+$771K	0.43%	28
2025 Q3	$3.95M	Buy	36,991 +19,935	+117%	+$2.13M	0.37%	31
2025 Q2	$1.81M	Buy	17,056 +10,870	+176%	+$1.15M	0.19%	42
2025 Q1	$653K	Buy	+6,186	New	+$654K	0.08%	68
2023 Q4	–	Sell	-2,096	Closed	-$216K	–	133
2023 Q3	$216K	Sell	2,096 -1,638	-44%	-$170K	0.03%	119
2023 Q2	$388K	Hold	3,734	–	–	0.06%	84
2023 Q1	$391K	Sell	3,734 -403	-10%	-$42.1K	0.07%	85
2022 Q4	$431K	Buy	+4,137	New	+$428K	0.09%	64

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

Syntegra Private Wealth Group's SUB Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 33% in Q2 2026, buying an estimated $1.76M and bringing the position to 65,984 shares worth $7.03M. The position accounts for 0.54% of the portfolio, ranked #22.

Syntegra Private Wealth Group first reported a position in SUB in Q4 2022 and has held it in 10 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Syntegra Private Wealth Group held 65,984 shares of iShares Short-Term National Muni Bond ETF worth $7.03M as of Q2 2026.
Syntegra Private Wealth Group bought 16,519 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.76M.
iShares Short-Term National Muni Bond ETF made up 0.54% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #22 holding.
Syntegra Private Wealth Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 10 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.