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Evermay Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Evermay Wealth Management’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 		$8.84K Buy
+83
New +$8.84K ﹤0.01% 520

Other funds holding SUB

AC
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MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Evermay Wealth Management's SUB Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 83 shares worth $8.84K. The stake represents ﹤0.01% of the portfolio and ranks #520 among its holdings.

374 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Evermay Wealth Management held 83 shares of iShares Short-Term National Muni Bond ETF worth $8.84K as of Q2 2026.
  • iShares Short-Term National Muni Bond ETF was a new Evermay Wealth Management position in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #520 holding.
  • 374 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.