Tru Independence Asset Management 2’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Tru Independence Asset Management 2’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	–	Sell	-4,387	Closed	-$467K	–	102
2026 Q1	$467K	Hold	4,387	–	–	0.29%	57
2025 Q4	$468K	Hold	4,387	–	–	0.29%	58
2025 Q3	$468K	Hold	4,387	–	–	0.31%	61
2025 Q2	$467K	Hold	4,387	–	–	0.32%	61
2025 Q1	$463K	Hold	4,387	–	–	0.35%	55
2024 Q4	$463K	Hold	4,387	–	–	0.39%	49
2024 Q3	$466K	Buy	+4,387	New	+$463K	0.39%	43
2023 Q1	$974K	Buy	+9,300	New	+$971K	0.98%	28
2022 Q3	$955K	Hold	9,300	–	–	1.01%	19
2022 Q2	$973K	Hold	9,300	–	–	0.8%	23
2022 Q1	$973K	Hold	9,300	–	–	0.56%	32
2021 Q4	$999K	Buy	+9,300	New	+$999K	0.53%	41

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

Tru Independence Asset Management 2's SUB Position: Q2 2026 in Review

Tru Independence Asset Management 2 sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026, closing a stake of 4,387 shares — an estimated $467K sold.

Tru Independence Asset Management 2 first reported a position in SUB in Q4 2021 and held it in 12 quarters. The position peaked at $999K in Q4 2021. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Tru Independence Asset Management 2 reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Tru Independence Asset Management 2 sold 4,387 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $467K.
Tru Independence Asset Management 2 first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and held it in 12 quarters.
Tru Independence Asset Management 2's iShares Short-Term National Muni Bond ETF position peaked at $999K in Q4 2021.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.