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

TD Private Client Wealth’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 		$17M Buy
159,941
+10,419
+7% +$1.11M 0.31% 52
2026
Q1 		$15.9M Buy
149,522
+17,310
+13% +$1.85M 0.33% 54
2025
Q4 		$14.1M Buy
132,212
+27,926
+27% +$2.98M 0.3% 54
2025
Q3 		$11.1M Buy
104,286
+16,279
+18% +$1.74M 0.25% 65
2025
Q2 		$9.36M Buy
88,007
+20,200
+30% +$2.13M 0.23% 69
2025
Q1 		$7.16M Buy
67,807
+17,636
+35% +$1.86M 0.2% 82
2024
Q4 		$5.29M Buy
50,171
+18,177
+57% +$1.92M 0.15% 101
2024
Q3 		$3.4M Buy
31,994
+2,458
+8% +$259K 0.1% 161
2024
Q2 		$3.09M Buy
29,536
+2,879
+11% +$301K 0.1% 151
2024
Q1 		$2.79M Buy
26,657
+3,865
+17% +$406K 0.09% 172
2023
Q4 		$2.4M Buy
22,792
+8,616
+61% +$896K 0.09% 188
2023
Q3 		$1.46M Buy
14,176
+1,075
+8% +$111K 0.06% 259
2023
Q2 		$1.36M Buy
13,101
+1,098
+9% +$114K 0.06% 285
2023
Q1 		$1.26M Sell
12,003
-17,119
-59% -$1.79M 0.06% 288
2022
Q4 		$3.04M Buy
29,122
+11,271
+63% +$1.17M 0.14% 150
2022
Q3 		$1.83M Buy
17,851
+1,346
+8% +$141K 0.09% 220
2022
Q2 		$1.73M Sell
16,505
-2,668
-14% -$278K 0.08% 231
2022
Q1 		$2.01M Sell
19,173
-2,798
-13% -$296K 0.09% 235
2021
Q4 		$2.36M Buy
21,971
+13,100
+148% +$1.41M 0.1% 211
2021
Q3 		$954K Sell
8,871
-252
-3% -$27.2K 0.04% 333
2021
Q2 		$984K Buy
9,123
+2,095
+30% +$226K 0.04% 329
2021
Q1 		$758K Buy
7,028
+6,925
+6,723% +$747K 0.04% 343
2020
Q4 		$11.1K Buy
103
+5
+5% +$540 ﹤0.01% 828
2020
Q3 		$10.6K Sell
98
-2,775
-97% -$300K ﹤0.01% 792
2020
Q2 		$310K Buy
+2,873
New +$308K 0.02% 407

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

TD Private Client Wealth's SUB Position: Q2 2026 in Review

TD Private Client Wealth increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 7% in Q2 2026, buying an estimated $1.11M and bringing the position to 159,941 shares worth $17M. The position accounts for 0.31% of the portfolio, ranked #52.

TD Private Client Wealth first reported a position in SUB in Q2 2020 and has held it in 25 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • TD Private Client Wealth held 159,941 shares of iShares Short-Term National Muni Bond ETF worth $17M as of Q2 2026.
  • TD Private Client Wealth bought 10,419 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.11M.
  • iShares Short-Term National Muni Bond ETF made up 0.31% of TD Private Client Wealth's portfolio in Q2 2026, its #52 holding.
  • TD Private Client Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • 913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.