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

VestGen 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	$1.65M	Buy	15,536 +421	+3%	+$44.8K	0.05%	345
2026 Q1	$1.61M	Buy	15,115 +4,787	+46%	+$512K	0.04%	350
2025 Q4	$1.1M	Buy	10,328 +3,775	+58%	+$402K	0.05%	345
2025 Q3	$700K	Buy	6,553 +592	+10%	+$63.2K	0.02%	424
2025 Q2	$636K	Buy	5,961 +1,350	+29%	+$143K	0.03%	385
2025 Q1	$487K	Buy	+4,611	New	+$487K	0.02%	387

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

VestGen Advisors's SUB Position: Q2 2026 in Review

VestGen Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.8% in Q2 2026, buying an estimated $44.8K and bringing the position to 15,536 shares worth $1.65M. The position accounts for 0.05% of the portfolio, ranked #345.

VestGen Advisors first reported a position in SUB in Q1 2025 and has held it in 6 quarters since. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

VestGen Advisors held 15,536 shares of iShares Short-Term National Muni Bond ETF worth $1.65M as of Q2 2026.
VestGen Advisors bought 421 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $44.8K.
iShares Short-Term National Muni Bond ETF made up 0.05% of VestGen Advisors's portfolio in Q2 2026, its #345 holding.
VestGen Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.