Boyd Watterson Asset Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Boyd Watterson Asset 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 Q2	$35K	Hold	329	–	–	0.01%	212
2026 Q1	$35K	Hold	329	–	–	0.01%	205
2025 Q4	$35.1K	Hold	329	–	–	0.01%	208
2025 Q3	$35.1K	Hold	329	–	–	0.01%	205
2025 Q2	$35K	Hold	329	–	–	0.01%	208
2025 Q1	$34.7K	Hold	329	–	–	0.01%	209
2024 Q4	$34.7K	Hold	329	–	–	0.01%	216
2024 Q3	$34.9K	Hold	329	–	–	0.01%	209
2024 Q2	$34.4K	Hold	329	–	–	0.01%	208
2024 Q1	$34.5K	Hold	329	–	–	0.01%	211
2023 Q4	$34.7K	Hold	329	–	–	0.01%	206
2023 Q3	$33.8K	Sell	329 -50	-13%	-$5.19K	0.01%	198
2023 Q2	$39.4K	Sell	379 -621	-62%	-$64.6K	0.02%	201
2023 Q1	$105K	Hold	1,000	–	–	0.04%	151
2022 Q4	$104K	Buy	+1,000	New	+$104K	0.04%	153

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

Boyd Watterson Asset Management's SUB Position: Q2 2026 in Review

Boyd Watterson Asset Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 329 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #212.

Boyd Watterson Asset Management first reported a position in SUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $105K in Q1 2023. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Boyd Watterson Asset Management held 329 shares of iShares Short-Term National Muni Bond ETF worth $35K as of Q2 2026.
Boyd Watterson Asset Management 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 Boyd Watterson Asset Management's portfolio in Q2 2026, its #212 holding.
Boyd Watterson Asset Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
Boyd Watterson Asset Management's iShares Short-Term National Muni Bond ETF position peaked at $105K in Q1 2023.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.