Cerity Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$52.4M Sell
492,533
-25,707
-5% -$2.74M 0.06% 250
2026
Q1
$55.2M Buy
518,240
+41,150
+9% +$4.4M 0.08% 224
2025
Q4
$50.9M Buy
477,090
+50,215
+12% +$5.35M 0.07% 231
2025
Q3
$45.6M Buy
426,875
+15,590
+4% +$1.66M 0.07% 219
2025
Q2
$43.7M Sell
411,285
-4,606
-1% -$487K 0.08% 211
2025
Q1
$43.9M Buy
415,891
+14,740
+4% +$1.56M 0.09% 203
2024
Q4
$42.3M Buy
401,151
+65,962
+20% +$6.97M 0.09% 190
2024
Q3
$35.6M Buy
335,189
+49,503
+17% +$5.22M 0.08% 219
2024
Q2
$29.9M Sell
285,686
-6,073
-2% -$634K 0.08% 216
2024
Q1
$30.6M Sell
291,759
-53,786
-16% -$5.65M 0.08% 226
2023
Q4
$36.4M Sell
345,545
-93,307
-21% -$9.71M 0.12% 167
2023
Q3
$45.1M Sell
438,852
-140,404
-24% -$14.6M 0.22% 116
2023
Q2
$60.3M Sell
579,256
-155,056
-21% -$16.1M 0.23% 99
2023
Q1
$76.9M Buy
734,312
+654,486
+820% +$68.3M 0.18% 83
2022
Q4
$89.1M Sell
79,826
-37,694
-32% -$3.9M 0.57% 36
2022
Q3
$12.1M Buy
117,520
+35,444
+43% +$3.7M 0.15% 134
2022
Q2
$8.59M Buy
+82,076
New +$8.54M 0.1% 188
2022
Q1
Sell
-2,338
Closed -$251K 1101
2021
Q4
$251K Buy
+2,338
New +$251K ﹤0.01% 849

Other funds holding SUB

Cerity Partners's SUB Position: Q2 2026 in Review

Cerity Partners reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 5% in Q2 2026, selling an estimated $2.74M and leaving 492,533 shares worth $52.4M. The position accounts for 0.06% of the portfolio, ranked #250.

Cerity Partners first reported a position in SUB in Q4 2021 and has held it in 18 quarters since. The position peaked at $89.1M in Q4 2022. 868 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Cerity Partners held 492,533 shares of iShares Short-Term National Muni Bond ETF worth $52.4M as of Q2 2026.
  • Cerity Partners sold 25,707 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $2.74M.
  • iShares Short-Term National Muni Bond ETF made up 0.06% of Cerity Partners's portfolio in Q2 2026, its #250 holding.
  • Cerity Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Cerity Partners's iShares Short-Term National Muni Bond ETF position peaked at $89.1M in Q4 2022.
  • 868 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.