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

Unison 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	$2.48M	Buy	23,283 +6	+0%	+$639	0.17%	64
2026 Q1	$2.48M	Buy	23,277 +3	+0%	+$321	0.19%	59
2025 Q4	$2.48M	Buy	23,274 +7	+0%	+$746	0.22%	59
2025 Q3	$2.48M	Buy	23,267 +5	+0%	+$534	0.23%	57
2025 Q2	$2.47M	Buy	23,262 +5	+0%	+$528	0.28%	55
2025 Q1	$2.46M	Buy	23,257 +3	+0%	+$317	0.31%	55
2024 Q4	$2.45M	Buy	23,254 +6	+0%	+$634	0.29%	56
2024 Q3	$2.47M	Buy	23,248 +39	+0.2%	+$4.12K	0.3%	58
2024 Q2	$2.43M	Buy	23,209 +4	+0%	+$418	0.3%	53
2024 Q1	$2.43M	Buy	23,205 +1,242	+6%	+$130K	0.24%	53
2023 Q4	$2.32M	Buy	21,963 +63	+0.3%	+$6.55K	0.25%	55
2023 Q3	$2.25M	Buy	21,900 +3	+0%	+$311	0.26%	51
2023 Q2	$2.28M	Buy	21,897 +2	+0%	+$208	0.25%	52
2023 Q1	$2.29M	Buy	21,895 +3	+0%	+$313	0.25%	51
2022 Q4	$2.28M	Buy	+21,892	New	+$2.27M	0.3%	49
2022 Q3	–	Sell	-3,587	Closed	-$375K	–	192
2022 Q2	$375K	Buy	+3,587	New	+$373K	0.1%	121

Other funds holding SUB

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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Unison Advisors's SUB Position: Q2 2026 in Review

Unison Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.03% in Q2 2026, buying an estimated $639 and bringing the position to 23,283 shares worth $2.48M. The position accounts for 0.17% of the portfolio, ranked #64.

Unison Advisors first reported a position in SUB in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.48M in Q3 2025. 333 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Unison Advisors held 23,283 shares of iShares Short-Term National Muni Bond ETF worth $2.48M as of Q2 2026.
Unison Advisors bought 6 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $639.
iShares Short-Term National Muni Bond ETF made up 0.17% of Unison Advisors's portfolio in Q2 2026, its #64 holding.
Unison Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 16 quarters since.
Unison Advisors's iShares Short-Term National Muni Bond ETF position peaked at $2.48M in Q3 2025.
333 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.