Fortis Capital Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Fortis Capital 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	$1.29M	Buy	+12,162	New	+$1.29M	0.15%	124
2025 Q2	–	Sell	-3,558	Closed	-$376K	–	282
2025 Q1	$376K	Buy	+3,558	New	+$376K	0.08%	185
2023 Q2	–	Sell	-68	Closed	-$7.12K	–	556
2023 Q1	$7.12K	Hold	68	–	–	﹤0.01%	482
2022 Q4	$7.09K	Buy	+68	New	+$7.04K	﹤0.01%	500

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

Fortis Capital Advisors's SUB Position: Q2 2026 in Review

Fortis Capital Advisors opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 12,162 shares worth $1.29M. The stake represents 0.15% of the portfolio and ranks #124 among its holdings. This is a return to the name: Fortis Capital Advisors previously reported a position in SUB as recently as Q1 2025.

Fortis Capital Advisors first reported a position in SUB in Q4 2022 and has held it in 4 quarters since. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Fortis Capital Advisors held 12,162 shares of iShares Short-Term National Muni Bond ETF worth $1.29M as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new Fortis Capital Advisors position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.15% of Fortis Capital Advisors's portfolio in Q2 2026, its #124 holding.
Fortis Capital Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 4 quarters since.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.