Savant Capital’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Savant Capital’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	$8.99M	Buy	84,558 +22,840	+37%	+$2.43M	0.03%	313
2026 Q1	$6.57M	Sell	61,718 -10	-0%	-$1.07K	0.03%	235
2025 Q4	$6.59M	Sell	61,728 -2,059	-3%	-$219K	0.04%	218
2025 Q3	$6.81M	Buy	+63,787	New	+$6.81M	0.04%	205
2025 Q1	–	Sell	-3,854	Closed	-$407K	–	1393
2024 Q4	$407K	Sell	3,854 -11,073	-74%	-$1.17M	﹤0.01%	967
2024 Q3	$1.59M	Buy	14,927 +205	+1%	+$21.6K	0.01%	497
2024 Q2	$1.54M	Buy	14,722 +11,994	+440%	+$1.25M	0.02%	454
2024 Q1	$286K	Buy	+2,728	New	+$286K	﹤0.01%	914
2023 Q4	–	Sell	-3,460	Closed	-$356K	–	871
2023 Q3	$356K	Buy	+3,460	New	+$359K	0.01%	607

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

Savant Capital's SUB Position: Q2 2026 in Review

Savant Capital increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 37% in Q2 2026, buying an estimated $2.43M and bringing the position to 84,558 shares worth $8.99M. The position accounts for 0.03% of the portfolio, ranked #313.

Savant Capital first reported a position in SUB in Q3 2023 and has held it in 9 quarters since. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Savant Capital held 84,558 shares of iShares Short-Term National Muni Bond ETF worth $8.99M as of Q2 2026.
Savant Capital bought 22,840 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $2.43M.
iShares Short-Term National Muni Bond ETF made up 0.03% of Savant Capital's portfolio in Q2 2026, its #313 holding.
Savant Capital first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2023 and has held it in 9 quarters since.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.