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

Polaris 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 		$434K Sell
4,078
-407
-9% -$43.3K 0.28% 52
2026
Q1 		$478K Sell
4,485
-149
-3% -$15.9K 0.35% 42
2025
Q4 		$494K Buy
+4,634
New +$494K 0.36% 39

Other funds holding SUB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Polaris Investment Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 9.1% in Q2 2026, selling an estimated $43.3K and leaving 4,078 shares worth $434K. The position accounts for 0.28% of the portfolio, ranked #52.

Polaris Investment Advisors first reported a position in SUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $494K in Q4 2025. 630 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Polaris Investment Advisors held 4,078 shares of iShares Short-Term National Muni Bond ETF worth $434K as of Q2 2026.
  • Polaris Investment Advisors sold 407 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $43.3K.
  • iShares Short-Term National Muni Bond ETF made up 0.28% of Polaris Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Polaris Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Polaris Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $494K in Q4 2025.
  • 630 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.