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

Atlas Legacy 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	$260K	Sell	2,445 -40	-2%	-$4.26K	0.04%	201
2026 Q1	$265K	Sell	2,485 -148	-6%	-$15.8K	0.05%	175
2025 Q4	$281K	Sell	2,633 -312	-11%	-$33.2K	0.05%	175
2025 Q3	$314K	Sell	2,945 -12	-0.4%	-$1.28K	0.06%	163
2025 Q2	$314K	Buy	2,957 +811	+38%	+$85.7K	0.07%	143
2025 Q1	$227K	Sell	2,146 -804	-27%	-$85K	0.06%	157
2024 Q4	$311K	Buy	+2,950	New	+$312K	0.08%	139

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 Legacy Advisors's SUB Position: Q2 2026 in Review

Atlas Legacy Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.6% in Q2 2026, selling an estimated $4.26K and leaving 2,445 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #201.

Atlas Legacy Advisors first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $314K in Q3 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Atlas Legacy Advisors held 2,445 shares of iShares Short-Term National Muni Bond ETF worth $260K as of Q2 2026.
Atlas Legacy Advisors sold 40 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $4.26K.
iShares Short-Term National Muni Bond ETF made up 0.04% of Atlas Legacy Advisors's portfolio in Q2 2026, its #201 holding.
Atlas Legacy Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Atlas Legacy Advisors's iShares Short-Term National Muni Bond ETF position peaked at $314K in Q3 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.