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EverSource Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

EverSource Wealth 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 		$2.62M Buy
24,610
+1,246
+5% +$133K 0.09% 184
2026
Q1 		$2.49M Buy
23,364
+6,232
+36% +$667K 0.08% 187
2025
Q4 		$1.83M Buy
17,132
+1,915
+13% +$204K 0.07% 205
2025
Q3 		$1.62M Sell
15,217
-2,931
-16% -$313K 0.06% 204
2025
Q2 		$1.93M Sell
18,148
-363
-2% -$38.3K 0.09% 171
2025
Q1 		$1.95M Sell
18,511
-1,865
-9% -$197K 0.11% 149
2024
Q4 		$2.15M Buy
20,376
+6,607
+48% +$698K 0.12% 138
2024
Q3 		$1.46M Sell
13,769
-35
-0.3% -$3.69K 0.09% 171
2024
Q2 		$1.45M Sell
13,804
-1
-0% -$104 0.1% 161
2024
Q1 		$1.44M Sell
13,805
-2,297
-14% -$241K 0.11% 145
2023
Q4 		$1.7M Sell
16,102
-888
-5% -$92.4K 0.16% 122
2023
Q3 		$1.75M Sell
16,990
-3,131
-16% -$325K 0.19% 115
2023
Q2 		$2.09M Buy
20,121
+3,136
+18% +$326K 0.23% 99
2023
Q1 		$1.78M Buy
16,985
+4,182
+33% +$437K 0.22% 101
2022
Q4 		$1.33M Buy
12,803
+4,026
+46% +$417K 0.2% 94
2022
Q3 		$901K Buy
8,777
+874
+11% +$91.2K 0.21% 92
2022
Q2 		$827K Buy
7,903
+1,944
+33% +$202K 0.21% 86
2022
Q1 		$623K Buy
5,959
+3,619
+155% +$383K 0.16% 125
2021
Q4 		$251K Buy
+2,340
New +$251K 0.07% 192

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

EverSource Wealth Advisors's SUB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 5.3% in Q2 2026, buying an estimated $133K and bringing the position to 24,610 shares worth $2.62M. The position accounts for 0.09% of the portfolio, ranked #184.

EverSource Wealth Advisors first reported a position in SUB in Q4 2021 and has held it in 19 quarters since. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • EverSource Wealth Advisors held 24,610 shares of iShares Short-Term National Muni Bond ETF worth $2.62M as of Q2 2026.
  • EverSource Wealth Advisors bought 1,246 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $133K.
  • iShares Short-Term National Muni Bond ETF made up 0.09% of EverSource Wealth Advisors's portfolio in Q2 2026, its #184 holding.
  • EverSource Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.