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Boston Trust Walden’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Boston Trust Walden’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 		$456K Hold
4,281
– – ﹤0.01% 345
2026
Q1 		$456K Hold
4,281
– – ﹤0.01% 334
2025
Q4 		$457K Hold
4,281
– – ﹤0.01% 330
2025
Q3 		$457K Buy
+4,281
New +$457K ﹤0.01% 333

Other funds holding SUB

HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Boston Trust Walden's SUB Position: Q2 2026 in Review

Boston Trust Walden held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 4,281 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Boston Trust Walden first reported a position in SUB in Q3 2025 and has held it in 4 quarters since. The position peaked at $457K in Q3 2025. 463 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Boston Trust Walden held 4,281 shares of iShares Short-Term National Muni Bond ETF worth $456K as of Q2 2026.
  • Boston Trust Walden left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Boston Trust Walden's portfolio in Q2 2026, its #345 holding.
  • Boston Trust Walden first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Boston Trust Walden's iShares Short-Term National Muni Bond ETF position peaked at $457K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.