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 Q3	–	Sell	-2,583	Closed	-$275K	–	132
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 New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Clarus Group's SUB Position: Q3 2026 in Review

Clarus Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026, closing a stake of 2,583 shares — an estimated $275K sold.

Clarus Group first reported a position in SUB in Q4 2023 and held it in 11 quarters. The position peaked at $6.96M in Q4 2023. 580 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Clarus Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
Clarus Group sold 2,583 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $275K.
Clarus Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and held it in 11 quarters.
Clarus Group's iShares Short-Term National Muni Bond ETF position peaked at $6.96M in Q4 2023.
580 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Clarus Group's 13F filing for Q3 2026, filed 21 Oct 2026.