Tobias Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Tobias Financial Advisors’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	$6.29M	Sell	59,096 -11,847	-17%	-$1.26M	0.8%	24
2026 Q1	$7.56M	Buy	70,943 +16,094	+29%	+$1.72M	1.05%	21
2025 Q4	$5.85M	Buy	54,849 +8,119	+17%	+$865K	0.83%	25
2025 Q3	$4.99M	Sell	46,730 -4,643	-9%	-$496K	0.76%	26
2025 Q2	$5.46M	Buy	51,373 +5,427	+12%	+$573K	0.94%	24
2025 Q1	$4.85M	Buy	45,946 +10,757	+31%	+$1.14M	0.94%	24
2024 Q4	$3.71M	Buy	35,189 +30,115	+594%	+$3.18M	0.75%	25
2024 Q3	$539K	Hold	5,074	–	–	0.11%	64
2024 Q2	$530K	Sell	5,074 -3,190	-39%	-$333K	0.11%	65
2024 Q1	$865K	Hold	8,264	–	–	0.2%	54
2023 Q4	$871K	Sell	8,264 -55,038	-87%	-$5.73M	0.21%	51
2023 Q3	$6.51M	Buy	63,302 +3,116	+5%	+$323K	1.71%	17
2023 Q2	$6.26M	Sell	60,186 -1,542	-2%	-$160K	1.69%	17
2023 Q1	$6.46M	Buy	61,728 +20,897	+51%	+$2.18M	1.9%	15
2022 Q4	$4.26M	Buy	40,831 +7,099	+21%	+$735K	1.4%	24
2022 Q3	$3.46M	Buy	33,732 +31,814	+1,659%	+$3.32M	1.22%	25
2022 Q2	$201K	Buy	+1,918	New	+$200K	0.07%	75

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

Tobias Financial Advisors's SUB Position: Q2 2026 in Review

Tobias Financial Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 17% in Q2 2026, selling an estimated $1.26M and leaving 59,096 shares worth $6.29M. The position accounts for 0.8% of the portfolio, ranked #24.

Tobias Financial Advisors first reported a position in SUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.56M in Q1 2026. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Tobias Financial Advisors held 59,096 shares of iShares Short-Term National Muni Bond ETF worth $6.29M as of Q2 2026.
Tobias Financial Advisors sold 11,847 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.26M.
iShares Short-Term National Muni Bond ETF made up 0.8% of Tobias Financial Advisors's portfolio in Q2 2026, its #24 holding.
Tobias Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
Tobias Financial Advisors's iShares Short-Term National Muni Bond ETF position peaked at $7.56M in Q1 2026.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.