Altiora Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Altiora Financial Group’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	$10.5M	Sell	98,775 -3,422	-3%	-$364K	1.66%	15
2026 Q1	$10.9M	Buy	102,197 +4,330	+4%	+$463K	1.79%	16
2025 Q4	$10.4M	Buy	97,867 +76,229	+352%	+$8.12M	1.8%	14
2025 Q3	$2.31M	Buy	21,638 +2,126	+11%	+$227K	0.42%	36
2025 Q2	$2.07M	Buy	19,512 +8,038	+70%	+$849K	0.41%	36
2025 Q1	$1.21M	Hold	11,474	–	–	0.26%	43
2024 Q4	$1.21M	Buy	11,474 +260	+2%	+$27.5K	0.26%	43
2024 Q3	$1.19M	Buy	11,214 +540	+5%	+$57K	0.26%	44
2024 Q2	$1.12M	Buy	10,674 +1,650	+18%	+$172K	0.27%	43
2024 Q1	$945K	Hold	9,024	–	–	0.26%	40
2023 Q4	$951K	Buy	9,024 +4,582	+103%	+$477K	0.28%	39
2023 Q3	$457K	Buy	4,442 +25	+0.6%	+$2.59K	0.21%	39
2023 Q2	$460K	Buy	4,417 +85	+2%	+$8.85K	0.2%	42
2023 Q1	$453K	Hold	4,332	–	–	0.21%	42
2022 Q4	$452K	Buy	+4,332	New	+$448K	0.23%	37

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

Altiora Financial Group's SUB Position: Q2 2026 in Review

Altiora Financial Group reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 3.3% in Q2 2026, selling an estimated $364K and leaving 98,775 shares worth $10.5M. The position accounts for 1.66% of the portfolio, ranked #15.

Altiora Financial Group first reported a position in SUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.9M in Q1 2026. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Altiora Financial Group held 98,775 shares of iShares Short-Term National Muni Bond ETF worth $10.5M as of Q2 2026.
Altiora Financial Group sold 3,422 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $364K.
iShares Short-Term National Muni Bond ETF made up 1.66% of Altiora Financial Group's portfolio in Q2 2026, its #15 holding.
Altiora Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
Altiora Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $10.9M in Q1 2026.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.