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

Nautilus 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	$252K	Hold	2,370	–	–	0.15%	157
2026 Q1	$252K	Hold	2,370	–	–	0.17%	140
2025 Q4	$253K	Hold	2,370	–	–	0.17%	149
2025 Q3	$253K	Hold	2,370	–	–	0.17%	147
2025 Q2	$252K	Hold	2,370	–	–	0.18%	143
2025 Q1	$250K	Hold	2,370	–	–	0.21%	133
2024 Q4	$250K	Buy	+2,370	New	+$250K	0.2%	130

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

Nautilus Advisors's SUB Position: Q2 2026 in Review

Nautilus Advisors held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 2,370 shares worth $252K. The position accounts for 0.15% of the portfolio, ranked #157.

Nautilus Advisors first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $253K in Q3 2025. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Nautilus Advisors held 2,370 shares of iShares Short-Term National Muni Bond ETF worth $252K as of Q2 2026.
Nautilus Advisors left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.15% of Nautilus Advisors's portfolio in Q2 2026, its #157 holding.
Nautilus Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Nautilus Advisors's iShares Short-Term National Muni Bond ETF position peaked at $253K in Q3 2025.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.