UIM
SUB icon

Unified Investment Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Unified Investment Management’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 		$266K Buy
+2,500
New +$266K 0.25% 116

Other funds holding SUB

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Unified Investment Management's SUB Position: Q2 2026 in Review

Unified Investment Management opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 2,500 shares worth $266K. The stake represents 0.25% of the portfolio and ranks #116 among its holdings.

356 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Unified Investment Management held 2,500 shares of iShares Short-Term National Muni Bond ETF worth $266K as of Q2 2026.
  • iShares Short-Term National Muni Bond ETF was a new Unified Investment Management position in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.25% of Unified Investment Management's portfolio in Q2 2026, its #116 holding.
  • 356 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.