Vermillion Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Vermillion Wealth Management’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	$67K	Buy	629 +611	+3,394%	+$65K	0.02%	520
2026 Q1	$1.92K	Hold	18	–	–	﹤0.01%	669
2025 Q4	$1.92K	Sell	18 -30	-63%	-$3.2K	﹤0.01%	527
2025 Q3	$5.13K	Hold	48	–	–	﹤0.01%	1281
2025 Q2	$5.1K	Buy	+48	New	+$5.07K	﹤0.01%	395

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

Vermillion Wealth Management's SUB Position: Q2 2026 in Review

Vermillion Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 3,394% in Q2 2026, buying an estimated $65K and bringing the position to 629 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #520.

Vermillion Wealth Management first reported a position in SUB in Q2 2025 and has held it in 5 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Vermillion Wealth Management held 629 shares of iShares Short-Term National Muni Bond ETF worth $67K as of Q2 2026.
Vermillion Wealth Management bought 611 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $65K.
iShares Short-Term National Muni Bond ETF made up 0.02% of Vermillion Wealth Management's portfolio in Q2 2026, its #520 holding.
Vermillion Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.