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

Atomi 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	$3.1M	Buy	29,158 +700	+2%	+$74.5K	0.08%	186
2026 Q1	$3.03M	Sell	28,458 -1,014	-3%	-$109K	0.09%	170
2025 Q4	$3.14M	Sell	29,472 -418	-1%	-$44.5K	0.09%	167
2025 Q3	$3.19M	Buy	29,890 +8,282	+38%	+$884K	0.1%	144
2025 Q2	$2.3M	Buy	21,608 +6,510	+43%	+$688K	0.09%	165
2025 Q1	$1.59M	Buy	15,098 +1,340	+10%	+$142K	0.07%	204
2024 Q4	$1.45M	Buy	13,758 +6,047	+78%	+$639K	0.07%	197
2024 Q3	$819K	Buy	7,711 +1,915	+33%	+$202K	0.05%	288
2024 Q2	$606K	Buy	5,796 +3,486	+151%	+$364K	0.04%	338
2024 Q1	$242K	Buy	+2,310	New	+$243K	0.02%	609

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

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

Atomi Financial Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.5% in Q2 2026, buying an estimated $74.5K and bringing the position to 29,158 shares worth $3.1M. The position accounts for 0.08% of the portfolio, ranked #186.

Atomi Financial Group first reported a position in SUB in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.19M in Q3 2025. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Atomi Financial Group held 29,158 shares of iShares Short-Term National Muni Bond ETF worth $3.1M as of Q2 2026.
Atomi Financial Group bought 700 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $74.5K.
iShares Short-Term National Muni Bond ETF made up 0.08% of Atomi Financial Group's portfolio in Q2 2026, its #186 holding.
Atomi Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Atomi Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $3.19M in Q3 2025.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.