ZIM
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Zacks Investment Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Zacks Investment Management’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 		$2.11M Buy
19,798
+8,563
+76% +$911K 0.02% 361
2026
Q1 		$1.2M Buy
11,235
+43
+0.4% +$4.6K 0.01% 392
2025
Q4 		$1.19M Buy
11,192
+1,520
+16% +$162K 0.01% 402
2025
Q3 		$1.03M Buy
9,672
+2,518
+35% +$269K 0.01% 411
2025
Q2 		$761K Sell
7,154
-2,175
-23% -$230K 0.01% 430
2025
Q1 		$985K Sell
9,329
-1,015
-10% -$107K 0.01% 411
2024
Q4 		$1.09M Buy
10,344
+63
+0.6% +$6.65K 0.01% 411
2024
Q3 		$1.09M Buy
10,281
+2,145
+26% +$226K 0.01% 398
2024
Q2 		$851K Sell
8,136
-3,211
-28% -$335K 0.01% 379
2024
Q1 		$1.19M Sell
11,347
-1,938
-15% -$203K 0.01% 384
2023
Q4 		$1.4M Buy
13,285
+177
+1% +$18.4K 0.02% 335
2023
Q3 		$1.35M Sell
13,108
-286
-2% -$29.7K 0.02% 330
2023
Q2 		$1.39M Sell
13,394
-1,747
-12% -$182K 0.02% 330
2023
Q1 		$1.58M Buy
15,141
+7,489
+98% +$782K 0.02% 310
2022
Q4 		$798K Sell
7,652
-176
-2% -$18.2K 0.01% 383
2022
Q3 		$804K Sell
7,828
-6,059
-44% -$633K 0.01% 370
2022
Q2 		$1.45M Sell
13,887
-8,932
-39% -$929K 0.02% 297
2022
Q1 		$2.39M Buy
22,819
+3,608
+19% +$382K 0.03% 263
2021
Q4 		$2.06M Buy
19,211
+73
+0.4% +$7.84K 0.03% 294
2021
Q3 		$2.06M Buy
19,138
+14,924
+354% +$1.61M 0.03% 287
2021
Q2 		$454K Buy
+4,214
New +$454K 0.01% 465

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Zacks Investment Management's SUB Position: Q2 2026 in Review

Zacks Investment Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 76% in Q2 2026, buying an estimated $911K and bringing the position to 19,798 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #361.

Zacks Investment Management first reported a position in SUB in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.39M in Q1 2022. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Zacks Investment Management held 19,798 shares of iShares Short-Term National Muni Bond ETF worth $2.11M as of Q2 2026.
  • Zacks Investment Management bought 8,563 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $911K.
  • iShares Short-Term National Muni Bond ETF made up 0.02% of Zacks Investment Management's portfolio in Q2 2026, its #361 holding.
  • Zacks Investment Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Zacks Investment Management's iShares Short-Term National Muni Bond ETF position peaked at $2.39M in Q1 2022.
  • 909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.