Atlas Capital Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Atlas Capital 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	–	Sell	-463	Closed	-$49.3K	–	1095
2026 Q1	$49.3K	Buy	+463	New	+$49.6K	0.01%	646
2025 Q2	$51.7K	Buy	+486	New	+$51.3K	0.01%	618
2023 Q4	–	Sell	-2,511	Closed	-$258K	–	922
2023 Q3	$258K	Hold	2,511	–	–	0.04%	301
2023 Q2	$261K	Sell	2,511 -276	-10%	-$28.7K	0.04%	314
2023 Q1	$292K	Sell	2,787 -889	-24%	-$92.8K	0.05%	290
2022 Q4	$383K	Buy	3,676 +123	+3%	+$12.7K	0.06%	222
2022 Q3	$365K	Buy	3,553 +589	+20%	+$61.5K	0.07%	225
2022 Q2	$310K	Buy	+2,964	New	+$308K	0.05%	277
2021 Q4	–	Sell	-15	Closed	-$1.61K	–	956
2021 Q3	$1.61K	Buy	+15	New	+$1.62K	﹤0.01%	872

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

Atlas Capital Advisors's SUB Position: Q2 2026 in Review

Atlas Capital Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026, closing a stake of 463 shares — an estimated $49.3K sold.

Atlas Capital Advisors first reported a position in SUB in Q3 2021 and held it in 9 quarters. The position peaked at $383K in Q4 2022. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Atlas Capital Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Atlas Capital Advisors sold 463 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $49.3K.
Atlas Capital Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2021 and held it in 9 quarters.
Atlas Capital Advisors's iShares Short-Term National Muni Bond ETF position peaked at $383K in Q4 2022.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.