Atria Investments’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.75M | Sell |
25,841
-1,210
| -4% | -$130K | 0.03% | 565 |
|
|
2025
Q4 | $2.89M | Sell |
27,051
-4,286
| -14% | -$457K | 0.03% | 578 |
|
|
2025
Q3 | $3.35M | Buy |
31,337
+2,500
| +9% | +$267K | 0.04% | 535 |
|
|
2025
Q2 | $3.07M | Buy |
28,837
+5,695
| +25% | +$602K | 0.04% | 554 |
|
|
2025
Q1 | $2.44M | Buy |
23,142
+3,619
| +19% | +$383K | 0.03% | 625 |
|
|
2024
Q4 | $2.06M | Buy |
19,523
+741
| +4% | +$78.3K | 0.03% | 669 |
|
|
2024
Q3 | $1.99M | Buy |
18,782
+2,750
| +17% | +$290K | 0.02% | 667 |
|
|
2024
Q2 | $1.68M | Sell |
16,032
-5,441
| -25% | -$568K | 0.02% | 712 |
|
|
2024
Q1 | $2.25M | Buy |
21,473
+22
| +0.1% | +$2.31K | 0.03% | 606 |
|
|
2023
Q4 | $2.26M | Sell |
21,451
-6,333
| -23% | -$659K | 0.04% | 553 |
|
|
2023
Q3 | $2.86M | Buy |
27,784
+12,340
| +80% | +$1.28M | 0.05% | 449 |
|
|
2023
Q2 | $1.61M | Sell |
15,444
-11,771
| -43% | -$1.23M | 0.03% | 634 |
|
|
2023
Q1 | $2.85M | Buy |
27,215
+7,151
| +36% | +$747K | 0.05% | 418 |
|
|
2022
Q4 | $2.09M | Buy |
20,064
+6,279
| +46% | +$650K | 0.04% | 491 |
|
|
2022
Q3 | $1.42M | Buy |
13,785
+3,366
| +32% | +$351K | 0.03% | 599 |
|
|
2022
Q2 | $1.09M | Sell |
10,419
-29,118
| -74% | -$3.03M | 0.02% | 724 |
|
|
2022
Q1 | $4.14M | Sell |
39,537
-14,687
| -27% | -$1.55M | 0.07% | 325 |
|
|
2021
Q4 | $5.82M | Buy |
54,224
+18,377
| +51% | +$1.97M | 0.1% | 237 |
|
|
2021
Q3 | $3.86M | Buy |
35,847
+4,146
| +13% | +$447K | 0.07% | 325 |
|
|
2021
Q2 | $3.42M | Sell |
31,701
-4,167
| -12% | -$449K | 0.07% | 334 |
|
|
2021
Q1 | $3.87M | Buy |
35,868
+17,670
| +97% | +$1.91M | 0.09% | 270 |
|
|
2020
Q4 | $1.97M | Buy |
18,198
+739
| +4% | +$79.7K | 0.05% | 422 |
|
|
2020
Q3 | $1.89M | Buy |
17,459
+3,627
| +26% | +$392K | 0.06% | 358 |
|
|
2020
Q2 | $1.49M | Buy |
+13,832
| New | +$1.48M | 0.05% | 383 |
|
|
2020
Q1 | – | Sell |
-18,185
| Closed | -$1.94M | – | 1114 |
|
|
2019
Q4 | $1.94M | Buy |
18,185
+1,363
| +8% | +$145K | 0.05% | 319 |
|
|
2019
Q3 | $1.79M | Buy |
16,822
+2,777
| +20% | +$297K | 0.06% | 259 |
|
|
2019
Q2 | $1.5M | Buy |
14,045
+1,057
| +8% | +$112K | 0.06% | 285 |
|
|
2019
Q1 | $1.38M | Sell |
12,988
-1,369
| -10% | -$145K | 0.06% | 276 |
|
|
2018
Q4 | $1.51M | Buy |
14,357
+1,620
| +13% | +$170K | 0.07% | 221 |
|
|
2018
Q3 | $1.33M | Buy |
12,737
+9,569
| +302% | +$1.01M | 0.05% | 324 |
|
|
2018
Q2 | $333K | Buy |
+3,168
| New | +$332K | 0.01% | 707 |
|
|
2015
Q1 | – | Sell |
-1,947
| Closed | -$206K | – | 439 |
|
|
2014
Q4 | $206K | Buy |
+1,947
| New | +$207K | 0.02% | 399 |
|
Other funds holding SUB
Atria Investments's SUB Position: Q1 2026 in Review
Atria Investments reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 4.5% in Q1 2026, selling an estimated $130K and leaving 25,841 shares worth $2.75M. The position accounts for 0.03% of the portfolio, ranked #565.
Atria Investments first reported a position in SUB in Q4 2014 and has held it in 32 quarters since. The position peaked at $5.82M in Q4 2021. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.
- Atria Investments held 25,841 shares of iShares Short-Term National Muni Bond ETF worth $2.75M as of Q1 2026.
- Atria Investments sold 1,210 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $130K.
- iShares Short-Term National Muni Bond ETF made up 0.03% of Atria Investments's portfolio in Q1 2026, its #565 holding.
- Atria Investments first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2014 and has held it in 32 quarters since.
- Atria Investments's iShares Short-Term National Muni Bond ETF position peaked at $5.82M in Q4 2021.
- 883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.