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

Boreal 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 		– Sell
-400
Closed -$42.7K – 524
2025
Q4 		$42.7K Hold
400
– – 0.03% 213
2025
Q3 		$42.7K Hold
400
– – 0.03% 217
2025
Q2 		$42.5K Buy
+400
New +$42.3K 0.04% 219

Other funds holding SUB

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Boreal Capital Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026, closing a stake of 400 shares — an estimated $42.7K sold.

Boreal Capital Management first reported a position in SUB in Q2 2025 and held it in 3 quarters. The position peaked at $42.7K in Q3 2025. 887 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • Boreal Capital Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Boreal Capital Management sold 400 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $42.7K.
  • Boreal Capital Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and held it in 3 quarters.
  • Boreal Capital Management's iShares Short-Term National Muni Bond ETF position peaked at $42.7K in Q3 2025.
  • 887 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.