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

Nisa Investment 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	$71.9M	Sell	675,290 -4,200	-0.6%	-$447K	0.22%	50
2026 Q1	$72.4M	Buy	679,490 +4,675	+0.7%	+$500K	0.27%	40
2025 Q4	$72M	Buy	674,815 +32,165	+5%	+$3.43M	0.24%	47
2025 Q3	$68.6M	Buy	642,650 +442,145	+221%	+$47.2M	0.26%	46
2025 Q2	$21.3M	Buy	200,505 +23,155	+13%	+$2.45M	0.1%	161
2025 Q1	$18.7M	Buy	177,350 +22,725	+15%	+$2.4M	0.09%	178
2024 Q4	$16.3M	Buy	154,625 +15,080	+11%	+$1.59M	0.06%	217
2024 Q3	$14.8M	Sell	139,545 -31,895	-19%	-$3.37M	0.09%	218
2024 Q2	$17.9M	Buy	171,440 +51,830	+43%	+$5.41M	0.11%	180
2024 Q1	$12.5M	Buy	119,610 +38,600	+48%	+$4.05M	0.08%	236
2023 Q4	$8.54M	Sell	81,010 -89,665	-53%	-$9.33M	0.06%	283
2023 Q3	$17.6M	Buy	170,675 +16,490	+11%	+$1.71M	0.13%	175
2023 Q2	$16M	Sell	154,185 -51,915	-25%	-$5.4M	0.12%	188
2023 Q1	$21.6M	Hold	206,100	–	–	0.17%	132
2022 Q4	$21.5M	Buy	+206,100	New	+$21.3M	0.17%	141

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

Nisa Investment Advisors's SUB Position: Q2 2026 in Review

Nisa Investment Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.62% in Q2 2026, selling an estimated $447K and leaving 675,290 shares worth $71.9M. The position accounts for 0.22% of the portfolio, ranked #50.

Nisa Investment Advisors first reported a position in SUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $72.4M in Q1 2026. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Nisa Investment Advisors held 675,290 shares of iShares Short-Term National Muni Bond ETF worth $71.9M as of Q2 2026.
Nisa Investment Advisors sold 4,200 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $447K.
iShares Short-Term National Muni Bond ETF made up 0.22% of Nisa Investment Advisors's portfolio in Q2 2026, its #50 holding.
Nisa Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
Nisa Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $72.4M in Q1 2026.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.