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Chilton Investment Company’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Chilton Investment Company’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 		$650K Sell
6,105
-4,000
-40% -$426K 0.02% 209
2026
Q1 		$1.08M Buy
+10,105
New +$1.08M 0.03% 154

Other funds holding SUB

Bank of America
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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

Chilton Investment Company's SUB Position: Q2 2026 in Review

Chilton Investment Company reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 40% in Q2 2026, selling an estimated $426K and leaving 6,105 shares worth $650K. The position accounts for 0.02% of the portfolio, ranked #209.

Chilton Investment Company first reported a position in SUB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.08M in Q1 2026. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Chilton Investment Company held 6,105 shares of iShares Short-Term National Muni Bond ETF worth $650K as of Q2 2026.
  • Chilton Investment Company sold 4,000 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $426K.
  • iShares Short-Term National Muni Bond ETF made up 0.02% of Chilton Investment Company's portfolio in Q2 2026, its #209 holding.
  • Chilton Investment Company first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Chilton Investment Company's iShares Short-Term National Muni Bond ETF position peaked at $1.08M in Q1 2026.
  • 913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.