Valley Wealth Managers’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Valley Wealth Managers’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	$12K	Sell	113 -693	-86%	-$73.8K	﹤0.01%	276
2026 Q1	$85.8K	Hold	806	–	–	0.01%	192
2025 Q4	$86K	Hold	806	–	–	0.01%	194
2025 Q3	$86.1K	Hold	806	–	–	0.01%	185
2025 Q2	$85.7K	Sell	806 -13	-2%	-$1.37K	0.01%	182
2025 Q1	$86.5K	Hold	819	–	–	0.01%	186
2024 Q4	$86.4K	Sell	819 -268	-25%	-$28.3K	0.01%	194
2024 Q3	$115K	Hold	1,087	–	–	0.01%	190
2024 Q2	$114K	Sell	1,087 -455	-30%	-$47.5K	0.01%	196
2024 Q1	$161K	Sell	1,542 -817	-35%	-$85.8K	0.01%	188
2023 Q4	$249K	Sell	2,359 -321	-12%	-$33.4K	0.02%	174
2023 Q3	$276K	Hold	2,680	–	–	0.02%	168
2023 Q2	$279K	Hold	2,680	–	–	0.03%	141
2023 Q1	$281K	Hold	2,680	–	–	0.03%	136
2022 Q4	$279K	Buy	2,680 +20	+0.8%	+$2.07K	0.03%	138
2022 Q3	$273K	Sell	2,660 -781	-23%	-$81.5K	0.03%	144
2022 Q2	$360K	Buy	+3,441	New	+$358K	0.03%	142

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

Valley Wealth Managers's SUB Position: Q2 2026 in Review

Valley Wealth Managers reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 86% in Q2 2026, selling an estimated $73.8K and leaving 113 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Valley Wealth Managers first reported a position in SUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $360K in Q2 2022. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Valley Wealth Managers held 113 shares of iShares Short-Term National Muni Bond ETF worth $12K as of Q2 2026.
Valley Wealth Managers sold 693 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $73.8K.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #276 holding.
Valley Wealth Managers first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
Valley Wealth Managers's iShares Short-Term National Muni Bond ETF position peaked at $360K in Q2 2022.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.