OpenArc Corporate Advisory’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

OpenArc Corporate Advisory’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	$326K	Sell	3,062 -1,550	-34%	-$165K	﹤0.01%	606
2026 Q1	$491K	Sell	4,612 -2,322	-33%	-$249K	0.01%	452
2025 Q4	$740K	Buy	+6,934	New	+$739K	0.01%	335

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

OpenArc Corporate Advisory's SUB Position: Q2 2026 in Review

OpenArc Corporate Advisory reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 34% in Q2 2026, selling an estimated $165K and leaving 3,062 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

OpenArc Corporate Advisory first reported a position in SUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $740K in Q4 2025. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

OpenArc Corporate Advisory held 3,062 shares of iShares Short-Term National Muni Bond ETF worth $326K as of Q2 2026.
OpenArc Corporate Advisory sold 1,550 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $165K.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #606 holding.
OpenArc Corporate Advisory first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
OpenArc Corporate Advisory's iShares Short-Term National Muni Bond ETF position peaked at $740K in Q4 2025.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.