Becker Capital Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Becker Capital Management’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 Q1	$1.36M	Buy	12,741 +2,711	+27%	+$290K	0.04%	153
2025 Q4	$1.07M	Sell	10,030 -1,080	-10%	-$115K	0.03%	179
2025 Q3	$1.19M	Sell	11,110 -7	-0.1%	-$747	0.03%	168
2025 Q2	$1.18M	Sell	11,117 -19,586	-64%	-$2.07M	0.04%	163
2025 Q1	$3.24M	Buy	30,703 +1,489	+5%	+$157K	0.11%	120
2024 Q4	$3.08M	Buy	29,214 +4,730	+19%	+$500K	0.1%	120
2024 Q3	$2.6M	Buy	24,484 +13,959	+133%	+$1.47M	0.08%	127
2024 Q2	$1.1M	Sell	10,525 -14,005	-57%	-$1.46M	0.04%	154
2024 Q1	$2.57M	Buy	+24,530	New	+$2.58M	0.09%	121

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Becker Capital Management's SUB Position: Q1 2026 in Review

Becker Capital Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 27% in Q1 2026, buying an estimated $290K and bringing the position to 12,741 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #153.

Becker Capital Management first reported a position in SUB in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.24M in Q1 2025. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Becker Capital Management held 12,741 shares of iShares Short-Term National Muni Bond ETF worth $1.36M as of Q1 2026.
Becker Capital Management bought 2,711 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $290K.
iShares Short-Term National Muni Bond ETF made up 0.04% of Becker Capital Management's portfolio in Q1 2026, its #153 holding.
Becker Capital Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
Becker Capital Management's iShares Short-Term National Muni Bond ETF position peaked at $3.24M in Q1 2025.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.