Vista Investment Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Vista Investment 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 Q1	$808K	Hold	7,588	–	–	0.27%	101
2025 Q4	$810K	Hold	7,588	–	–	0.27%	96
2025 Q3	$810K	Hold	7,588	–	–	0.28%	97
2025 Q2	$807K	Hold	7,588	–	–	0.3%	97
2025 Q1	$801K	Hold	7,588	–	–	0.31%	95
2024 Q4	$800K	Hold	7,588	–	–	0.3%	95
2024 Q3	$806K	Buy	7,588 +525	+7%	+$55.4K	0.3%	93
2024 Q2	$738K	Hold	7,063	–	–	0.3%	93
2024 Q1	$740K	Sell	7,063 -500	-7%	-$52.5K	0.3%	93
2023 Q4	$797K	Sell	7,563 -1,000	-12%	-$104K	0.37%	89
2023 Q3	$881K	Sell	8,563 -972	-10%	-$101K	0.46%	71
2023 Q2	$992K	Buy	9,535 +1,000	+12%	+$104K	0.5%	67
2023 Q1	$893K	Buy	8,535 +371	+5%	+$38.7K	0.47%	71
2022 Q4	$851K	Buy	8,164 +700	+9%	+$72.5K	0.49%	71
2022 Q3	$766K	Buy	7,464 +1,901	+34%	+$198K	0.47%	69
2022 Q2	$582K	Sell	5,563 -488	-8%	-$50.8K	0.35%	90
2022 Q1	$633K	Buy	6,051 +763	+14%	+$80.7K	0.35%	90
2021 Q4	$568K	Buy	5,288 +2,470	+88%	+$265K	0.31%	90
2021 Q3	$303K	Buy	2,818 +100	+4%	+$10.8K	0.18%	130
2021 Q2	$293K	Buy	+2,718	New	+$293K	0.17%	131

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Vista Investment Management's SUB Position: Q1 2026 in Review

Vista Investment Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q1 2026 at 7,588 shares worth $808K. The position accounts for 0.27% of the portfolio, ranked #101.

Vista Investment Management first reported a position in SUB in Q2 2021 and has held it in 20 quarters since. The position peaked at $992K in Q2 2023. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Vista Investment Management held 7,588 shares of iShares Short-Term National Muni Bond ETF worth $808K as of Q1 2026.
Vista Investment Management left its iShares Short-Term National Muni Bond ETF share count unchanged in Q1 2026.
iShares Short-Term National Muni Bond ETF made up 0.27% of Vista Investment Management's portfolio in Q1 2026, its #101 holding.
Vista Investment Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2021 and has held it in 20 quarters since.
Vista Investment Management's iShares Short-Term National Muni Bond ETF position peaked at $992K in Q2 2023.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.