1620 INVESTMENT ADVISORS, INC. SUB — iShares Short Term Ntnl Muni Bond ETF

Ownership history in 1620 INVESTMENT ADVISORS, INC.  ·  18 quarters on record

AI Ownership Summary

1620 INVESTMENT ADVISORS, INC. reported iShares Short Term Ntnl Muni Bond ETF (SUB) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.18% in 2024 Q1. The latest visible filing shows SUB at 1.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SUB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1620 INVESTMENT ADVISORS, INC.'s position in iShares Short Term Ntnl Muni Bond ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SUB was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.18% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SUB stock page 1620 INVESTMENT ADVISORS, INC. fund profile 1620 INVESTMENT ADVISORS, INC. full holdings
How 1620 INVESTMENT ADVISORS, INC. held SUB — position size vs. price
% of Fund (quarterly)    SUB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 16,314 +115 +0.7% 1.08% $1.7M 2026-07-14 $106.25
2026 Q1 REDUCED — — — 16,199 -644 -3.8% 1.17% $1.7M 2026-05-13 $105.81
2025 Q4 REDUCED — — — 16,843 -341 -2.0% 1.20% $1.8M 2026-02-05 $106.09
2025 Q3 REDUCED 9.5% +0.7% ❌ 17,184 -1,801 -9.5% 1.25% $1.8M 2025-10-07 $104.64
2025 Q2 ADDED — — — 18,985 +100 +0.5% 1.43% $2.0M 2025-08-07 $104.36
2025 Q1 REDUCED — — — 18,885 -375 -1.9% 1.53% $2.0M 2025-05-14 $102.49
2024 Q4 REDUCED — — — 19,260 -816 -4.1% 1.54% $2.0M 2025-02-11 $102.24
2024 Q3 REDUCED 10.6% +0.1% ❌ 20,076 -2,375 -10.6% 1.54% $2.1M 2024-10-25 $101.13
2024 Q2 ADDED — — — 22,451 +1,719 +8.3% 1.80% $2.3M 2024-07-23 $100.26
2024 Q1 ADDED — — — 20,732 +148 +0.7% 2.18% $2.2M 2024-05-13 $99.51
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SUB

As of 2026 Q2 — sorted by position size

Bear Mountain Capital, Inc. 8.69% BROWN WEALTH MANAGEMENT, LLC 4.0% Life Planning Partners, Inc 3Y 3.99% 1015 Capital Partners, LLC 3.24% K2 Financial Inc. 2.58% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 2.42% LVW Advisors, LLC 3Y 7Y 2.34% Hudson Oak Wealth Advisory LLC 2.32% BCO Wealth Management LLC 2.29% NORTH DALLAS BANK & TRUST CO 2.29%

FAQ About 1620 INVESTMENT ADVISORS, INC. and SUB

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1620 INVESTMENT ADVISORS, INC. reported owning SUB?

1620 INVESTMENT ADVISORS, INC. reported SUB across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SUB position in 1620 INVESTMENT ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for SUB was 2.18% in 2024 Q1.

What is the latest reported SUB position on this page?

The most recent filing on this page is 2026 Q2, when 1620 INVESTMENT ADVISORS, INC. reported 16,314 shares, equal to 1.08% of portfolio, with an estimated market value of $1.7M.

What does the chart on this SUB ownership page compare?

The chart compares 1620 INVESTMENT ADVISORS, INC.'s quarterly SUB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 1620 INVESTMENT ADVISORS, INC. time their SUB position?

Based on 13F filing dates vs. subsequent SUB price moves, 1620 INVESTMENT ADVISORS, INC. correctly timed 9 out of 17 reported position changes (53%). The annualised alpha on SUB relative to SPY over the holding period was -13.0%.

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