Nisa Investment Advisors
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Nisa Investment Advisors's SUB Position: Q1 2026 in Review

Nisa Investment Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.69% in Q1 2026, buying an estimated $500K and bringing the position to 679,490 shares worth $72.4M. The position accounts for 0.27% of the portfolio, ranked #40.

Nisa Investment Advisors first reported a position in SUB in Q4 2022 and has held it in 14 quarters since. 884 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • Nisa Investment Advisors held 679,490 shares of iShares Short-Term National Muni Bond ETF worth $72.4M as of Q1 2026.
  • Nisa Investment Advisors bought 4,675 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $500K.
  • iShares Short-Term National Muni Bond ETF made up 0.27% of Nisa Investment Advisors's portfolio in Q1 2026, its #40 holding.
  • Nisa Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.