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

Veratis 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 		$1.4M Buy
+13,190
New +$1.4M 0.99% 26
2025
Q4 		$1.38M Buy
+12,856
New +$1.37M 1.09% 26

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Veratis Advisors's SUB Position: Q2 2026 in Review

Veratis Advisors opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 13,190 shares worth $1.4M. The stake represents 0.99% of the portfolio and ranks #26 among its holdings. This is a return to the name: Veratis Advisors previously reported a position in SUB as recently as Q4 2025.

Veratis Advisors first reported a position in SUB in Q4 2025 and has held it in 2 quarters since. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Veratis Advisors held 13,190 shares of iShares Short-Term National Muni Bond ETF worth $1.4M as of Q2 2026.
  • iShares Short-Term National Muni Bond ETF was a new Veratis Advisors position in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.99% of Veratis Advisors's portfolio in Q2 2026, its #26 holding.
  • Veratis Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Veratis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.