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YHB Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

YHB Investment 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 		$950K Buy
8,923
+2,945
+49% +$313K 0.06% 181
2026
Q1 		$637K Buy
5,978
+45
+0.8% +$4.82K 0.05% 195
2025
Q4 		$633K Sell
5,933
-232
-4% -$24.7K 0.04% 195
2025
Q3 		$658K Sell
6,165
-880
-12% -$94K 0.05% 192
2025
Q2 		$749K Buy
7,045
+166
+2% +$17.5K 0.06% 182
2025
Q1 		$726K Buy
6,879
+487
+8% +$51.5K 0.06% 170
2024
Q4 		$674K Buy
6,392
+475
+8% +$50.2K 0.06% 176
2024
Q3 		$628K Sell
5,917
-275
-4% -$29K 0.05% 185
2024
Q2 		$647K Sell
6,192
-73
-1% -$7.63K 0.06% 177
2024
Q1 		$656K Sell
6,265
-1,495
-19% -$157K 0.06% 175
2023
Q4 		$818K Buy
7,760
+3,835
+98% +$399K 0.08% 152
2023
Q3 		$404K Sell
3,925
-1,270
-24% -$132K 0.04% 200
2023
Q2 		$540K Sell
5,195
-5,110
-50% -$532K 0.05% 184
2023
Q1 		$1.08M Sell
10,305
-1,890
-15% -$197K 0.11% 141
2022
Q4 		$1.27M Sell
12,195
-10,458
-46% -$1.08M 0.14% 132
2022
Q3 		$2.33M Sell
22,653
-17,545
-44% -$1.83M 0.26% 93
2022
Q2 		$4.21M Buy
40,198
+5,297
+15% +$551K 0.44% 65
2022
Q1 		$3.65M Buy
34,901
+13,747
+65% +$1.45M 0.32% 82
2021
Q4 		$2.27M Buy
21,154
+18,559
+715% +$1.99M 0.18% 119
2021
Q3 		$279K Sell
2,595
-140
-5% -$15.1K 0.02% 256
2021
Q2 		$295K Hold
2,735
– – 0.03% 248
2021
Q1 		$295K Sell
2,735
-375
-12% -$40.5K 0.03% 240
2020
Q4 		$336K Sell
3,110
-250
-7% -$27K 0.03% 221
2020
Q3 		$363K Buy
+3,360
New +$363K 0.04% 205

Other funds holding SUB

HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

YHB Investment Advisors's SUB Position: Q2 2026 in Review

YHB Investment Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 49% in Q2 2026, buying an estimated $313K and bringing the position to 8,923 shares worth $950K. The position accounts for 0.06% of the portfolio, ranked #181.

YHB Investment Advisors first reported a position in SUB in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.21M in Q2 2022. 411 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • YHB Investment Advisors held 8,923 shares of iShares Short-Term National Muni Bond ETF worth $950K as of Q2 2026.
  • YHB Investment Advisors bought 2,945 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $313K.
  • iShares Short-Term National Muni Bond ETF made up 0.06% of YHB Investment Advisors's portfolio in Q2 2026, its #181 holding.
  • YHB Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • YHB Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $4.21M in Q2 2022.
  • 411 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.