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Jefferies Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Jefferies Financial Group’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 		$783K Buy
7,353
+4,573
+164% +$487K 0.01% 1076
2026
Q1 		$296K Buy
2,780
+900
+48% +$96.3K ﹤0.01% 1383
2025
Q4 		$201K Buy
+1,880
New +$200K ﹤0.01% 1622

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

Jefferies Financial Group's SUB Position: Q2 2026 in Review

Jefferies Financial Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 164% in Q2 2026, buying an estimated $487K and bringing the position to 7,353 shares worth $783K. The position accounts for 0.01% of the portfolio, ranked #1076.

Jefferies Financial Group first reported a position in SUB in Q4 2025 and has held it in 3 quarters since. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Jefferies Financial Group held 7,353 shares of iShares Short-Term National Muni Bond ETF worth $783K as of Q2 2026.
  • Jefferies Financial Group bought 4,573 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $487K.
  • iShares Short-Term National Muni Bond ETF made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1076 holding.
  • Jefferies Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.