Evergreen Wealth Solutions’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Evergreen Wealth Solutions’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	$1.12M	Buy	10,507 +7,018	+201%	+$747K	0.06%	191
2026 Q1	$372K	Buy	3,489 +932	+36%	+$99.8K	0.03%	290
2025 Q4	$273K	Buy	+2,557	New	+$272K	0.04%	178
2025 Q1	–	Sell	-1,951	Closed	-$206K	–	117
2024 Q4	$206K	Buy	+1,951	New	+$206K	0.14%	97
2022 Q2	–	Sell	-4,250	Closed	-$445K	–	109
2022 Q1	$445K	Buy	+4,250	New	+$450K	0.43%	51

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

Evergreen Wealth Solutions's SUB Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 201% in Q2 2026, buying an estimated $747K and bringing the position to 10,507 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #191.

Evergreen Wealth Solutions first reported a position in SUB in Q1 2022 and has held it in 5 quarters since. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Evergreen Wealth Solutions held 10,507 shares of iShares Short-Term National Muni Bond ETF worth $1.12M as of Q2 2026.
Evergreen Wealth Solutions bought 7,018 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $747K.
iShares Short-Term National Muni Bond ETF made up 0.06% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #191 holding.
Evergreen Wealth Solutions first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and has held it in 5 quarters since.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.