Mesirow Financial Investment Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Mesirow Financial Investment 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	$11.7M	Sell	109,571 -1,917	-2%	-$204K	0.18%	107
2026 Q1	$11.9M	Buy	111,488 +594	+0.5%	+$63.6K	0.19%	112
2025 Q4	$11.8M	Buy	110,894 +2,321	+2%	+$247K	0.24%	90
2025 Q3	$11.6M	Buy	108,573 +1,070	+1%	+$114K	0.21%	101
2025 Q2	$11.4M	Buy	107,503 +1,695	+2%	+$179K	0.22%	100
2025 Q1	$11.2M	Buy	105,808 +3,544	+3%	+$375K	0.22%	101
2024 Q4	$10.8M	Buy	102,264 +1,093	+1%	+$115K	0.21%	97
2024 Q3	$10.7M	Buy	101,171 +3,083	+3%	+$325K	0.21%	99
2024 Q2	$10.3M	Sell	98,088 -4,630	-5%	-$484K	0.23%	97
2024 Q1	$10.8M	Sell	102,718 -15,250	-13%	-$1.6M	0.24%	96
2023 Q4	$12.4M	Buy	+117,968	New	+$12.3M	0.45%	52

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

Mesirow Financial Investment Management's SUB Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.7% in Q2 2026, selling an estimated $204K and leaving 109,571 shares worth $11.7M. The position accounts for 0.18% of the portfolio, ranked #107.

Mesirow Financial Investment Management first reported a position in SUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.4M in Q4 2023. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Mesirow Financial Investment Management held 109,571 shares of iShares Short-Term National Muni Bond ETF worth $11.7M as of Q2 2026.
Mesirow Financial Investment Management sold 1,917 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $204K.
iShares Short-Term National Muni Bond ETF made up 0.18% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #107 holding.
Mesirow Financial Investment Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's iShares Short-Term National Muni Bond ETF position peaked at $12.4M in Q4 2023.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.