Clarus Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Clarus Group’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	$275K	Sell	2,583 -1,285	-33%	-$137K	0.09%	90
2026 Q1	$412K	Sell	3,868 -3,225	-45%	-$345K	0.15%	64
2025 Q4	$757K	Sell	7,093 -1,024	-13%	-$109K	0.27%	37
2025 Q3	$867K	Sell	8,117 -1,771	-18%	-$189K	0.3%	36
2025 Q2	$1.05M	Sell	9,888 -10	-0.1%	-$1.06K	0.39%	32
2025 Q1	$1.05M	Sell	9,898 -295	-3%	-$31.2K	0.41%	28
2024 Q4	$1.08M	Sell	10,193 -951	-9%	-$100K	0.38%	27
2024 Q3	$1.18M	Sell	11,144 -6,281	-36%	-$663K	0.5%	29
2024 Q2	$1.82M	Sell	17,425 -45,681	-72%	-$4.77M	0.8%	20
2024 Q1	$6.61M	Sell	63,106 -2,895	-4%	-$304K	4.63%	6
2023 Q4	$6.96M	Buy	+66,001	New	+$6.87M	5.26%	5

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

Clarus Group's SUB Position: Q2 2026 in Review

Clarus Group reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 33% in Q2 2026, selling an estimated $137K and leaving 2,583 shares worth $275K. The position accounts for 0.09% of the portfolio, ranked #90.

Clarus Group first reported a position in SUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.96M in Q4 2023. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Clarus Group held 2,583 shares of iShares Short-Term National Muni Bond ETF worth $275K as of Q2 2026.
Clarus Group sold 1,285 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $137K.
iShares Short-Term National Muni Bond ETF made up 0.09% of Clarus Group's portfolio in Q2 2026, its #90 holding.
Clarus Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Clarus Group's iShares Short-Term National Muni Bond ETF position peaked at $6.96M in Q4 2023.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.