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

Veery 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	$556K	Buy	5,219 +3,082	+144%	+$328K	0.15%	50
2026 Q1	$228K	Buy	+2,137	New	+$229K	0.07%	86
2021 Q4	–	Sell	-10,692	Closed	-$1.15M	–	82
2021 Q3	$1.15M	Buy	10,692 +296	+3%	+$31.9K	0.65%	29
2021 Q2	$1.12M	Sell	10,396 -143	-1%	-$15.4K	0.65%	28
2021 Q1	$1.14M	Sell	10,539 -182	-2%	-$19.6K	0.72%	27
2020 Q4	$1.16M	Buy	+10,721	New	+$1.16M	0.78%	26

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

Veery Capital's SUB Position: Q2 2026 in Review

Veery Capital increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 144% in Q2 2026, buying an estimated $328K and bringing the position to 5,219 shares worth $556K. The position accounts for 0.15% of the portfolio, ranked #50.

Veery Capital first reported a position in SUB in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.16M in Q4 2020. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Veery Capital held 5,219 shares of iShares Short-Term National Muni Bond ETF worth $556K as of Q2 2026.
Veery Capital bought 3,082 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $328K.
iShares Short-Term National Muni Bond ETF made up 0.15% of Veery Capital's portfolio in Q2 2026, its #50 holding.
Veery Capital first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and has held it in 6 quarters since.
Veery Capital's iShares Short-Term National Muni Bond ETF position peaked at $1.16M in Q4 2020.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.