Choate Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Choate Investment Advisors’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 Q1	$3.07M	Hold	28,825	–	–	0.06%	127
2025 Q4	$3.08M	Hold	28,825	–	–	0.06%	121
2025 Q3	$3.08M	Hold	28,825	–	–	0.06%	120
2025 Q2	$3.07M	Buy	+28,825	New	+$3.04M	0.07%	115
2024 Q2	–	Sell	-167,923	Closed	-$17.6M	–	407
2024 Q1	$17.6M	Buy	+167,923	New	+$17.6M	0.47%	24

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Choate Investment Advisors's SUB Position: Q1 2026 in Review

Choate Investment Advisors held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q1 2026 at 28,825 shares worth $3.07M. The position accounts for 0.06% of the portfolio, ranked #127.

Choate Investment Advisors first reported a position in SUB in Q1 2024 and has held it in 5 quarters since. The position peaked at $17.6M in Q1 2024. 884 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Choate Investment Advisors held 28,825 shares of iShares Short-Term National Muni Bond ETF worth $3.07M as of Q1 2026.
Choate Investment Advisors left its iShares Short-Term National Muni Bond ETF share count unchanged in Q1 2026.
iShares Short-Term National Muni Bond ETF made up 0.06% of Choate Investment Advisors's portfolio in Q1 2026, its #127 holding.
Choate Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2024 and has held it in 5 quarters since.
Choate Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $17.6M in Q1 2024.
884 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.