Brio Consultants’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
Other funds holding SUB
Brio Consultants's SUB Position: Q1 2026 in Review
Brio Consultants increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 3.5% in Q1 2026, buying an estimated $265K and bringing the position to 72,366 shares worth $7.69M. The position accounts for 0.94% of the portfolio, ranked #28.
Brio Consultants first reported a position in SUB in Q1 2022 and has held it in 17 quarters since. The position peaked at $16.6M in Q1 2023. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.
- Brio Consultants held 72,366 shares of iShares Short-Term National Muni Bond ETF worth $7.69M as of Q1 2026.
- Brio Consultants bought 2,473 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $265K.
- iShares Short-Term National Muni Bond ETF made up 0.94% of Brio Consultants's portfolio in Q1 2026, its #28 holding.
- Brio Consultants first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and has held it in 17 quarters since.
- Brio Consultants's iShares Short-Term National Muni Bond ETF position peaked at $16.6M in Q1 2023.
- 883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.
Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.