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TIAA Wealth Investment Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

TIAA Wealth Investment 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 		$36.1M Sell
339,158
-48,364
-12% -$5.15M 0.24% 46
2026
Q1 		$41.3M Buy
+387,522
New +$41.5M 0.32% 35

Other funds holding SUB

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TIAA Wealth Investment Management's SUB Position: Q2 2026 in Review

TIAA Wealth Investment Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 12% in Q2 2026, selling an estimated $5.15M and leaving 339,158 shares worth $36.1M. The position accounts for 0.24% of the portfolio, ranked #46.

TIAA Wealth Investment Management first reported a position in SUB in Q1 2026 and has held it in 2 quarters since. The position peaked at $41.3M in Q1 2026. 885 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • TIAA Wealth Investment Management held 339,158 shares of iShares Short-Term National Muni Bond ETF worth $36.1M as of Q2 2026.
  • TIAA Wealth Investment Management sold 48,364 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $5.15M.
  • iShares Short-Term National Muni Bond ETF made up 0.24% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #46 holding.
  • TIAA Wealth Investment Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • TIAA Wealth Investment Management's iShares Short-Term National Muni Bond ETF position peaked at $41.3M in Q1 2026.
  • 885 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.