OceanIQ Capital, LLC’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

OceanIQ Capital, LLC’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	$580K	Buy	+5,457	New	+$581K	0.35%	51

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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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

OceanIQ Capital, LLC's SUB Position: Q2 2026 in Review

OceanIQ Capital, LLC opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 5,457 shares worth $580K. The stake represents 0.35% of the portfolio and ranks #51 among its holdings.

851 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

OceanIQ Capital, LLC held 5,457 shares of iShares Short-Term National Muni Bond ETF worth $580K as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new OceanIQ Capital, LLC position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.35% of OceanIQ Capital, LLC's portfolio in Q2 2026, its #51 holding.
851 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on OceanIQ Capital, LLC's 13F filing for Q2 2026, filed 12 Aug 2026.