United Advisor Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

United Advisor Group’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	$2.59M	Buy	24,365 +5,683	+30%	+$605K	0.27%	99
2026 Q1	$1.99M	Buy	18,682 +8,087	+76%	+$866K	0.25%	110
2025 Q4	$1.13M	Buy	10,595 +280	+3%	+$29.8K	0.14%	164
2025 Q3	$1.1M	Buy	10,315 +770	+8%	+$82.2K	0.15%	153
2025 Q2	$1.02M	Buy	9,545 +7,577	+385%	+$800K	0.18%	135
2025 Q1	$208K	Buy	1,968 +44	+2%	+$4.65K	0.04%	335
2024 Q4	$203K	Buy	+1,924	New	+$203K	0.04%	356

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

United Advisor Group's SUB Position: Q2 2026 in Review

United Advisor Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 30% in Q2 2026, buying an estimated $605K and bringing the position to 24,365 shares worth $2.59M. The position accounts for 0.27% of the portfolio, ranked #99.

United Advisor Group first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

United Advisor Group held 24,365 shares of iShares Short-Term National Muni Bond ETF worth $2.59M as of Q2 2026.
United Advisor Group bought 5,683 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $605K.
iShares Short-Term National Muni Bond ETF made up 0.27% of United Advisor Group's portfolio in Q2 2026, its #99 holding.
United Advisor Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.