Evernest Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Evernest Financial 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 Q2	$1.64M	Buy	15,450 +219	+1%	+$23.3K	0.34%	45
2026 Q1	$1.62M	Buy	15,231 +1,044	+7%	+$112K	0.34%	44
2025 Q4	$1.52M	Buy	14,187 +1,939	+16%	+$207K	0.32%	47
2025 Q3	$1.31M	Buy	12,248 +468	+4%	+$50K	0.37%	51
2025 Q2	$1.25M	Buy	11,780 +1,250	+12%	+$132K	0.41%	51
2025 Q1	$1.11M	Buy	10,530 +341	+3%	+$36K	0.4%	56
2024 Q4	$1.07M	Buy	10,189 +711	+8%	+$75.1K	0.28%	66
2024 Q3	$1.01M	Buy	9,478 +411	+5%	+$43.4K	0.27%	63
2024 Q2	$948K	Sell	9,067 -368	-4%	-$38.4K	0.42%	53
2024 Q1	$987K	Buy	9,435 +1,555	+20%	+$163K	0.47%	47
2023 Q4	$831K	Buy	+7,880	New	+$820K	0.42%	54
2021 Q4	$971K	Buy	+9,255	New	+$994K	0.5%	45

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

Evernest Financial Advisors's SUB Position: Q2 2026 in Review

Evernest Financial Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.4% in Q2 2026, buying an estimated $23.3K and bringing the position to 15,450 shares worth $1.64M. The position accounts for 0.34% of the portfolio, ranked #45.

Evernest Financial Advisors first reported a position in SUB in Q4 2021 and has held it in 12 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Evernest Financial Advisors held 15,450 shares of iShares Short-Term National Muni Bond ETF worth $1.64M as of Q2 2026.
Evernest Financial Advisors bought 219 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $23.3K.
iShares Short-Term National Muni Bond ETF made up 0.34% of Evernest Financial Advisors's portfolio in Q2 2026, its #45 holding.
Evernest Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 12 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.