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 Q3	$603K	Buy	5,769 +550	+11%	+$58.2K	0.16%	48
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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Veery Capital's SUB Position: Q3 2026 in Review

Veery Capital increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 11% in Q3 2026, buying an estimated $58.2K and bringing the position to 5,769 shares worth $603K. The position accounts for 0.16% of the portfolio, ranked #48.

Veery Capital first reported a position in SUB in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.16M in Q4 2020. 54 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Veery Capital held 5,769 shares of iShares Short-Term National Muni Bond ETF worth $603K as of Q3 2026.
Veery Capital bought 550 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $58.2K.
iShares Short-Term National Muni Bond ETF made up 0.16% of Veery Capital's portfolio in Q3 2026, its #48 holding.
Veery Capital first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and has held it in 7 quarters since.
Veery Capital's iShares Short-Term National Muni Bond ETF position peaked at $1.16M in Q4 2020.
54 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Veery Capital's 13F filing for Q3 2026, filed 7 Oct 2026.