Voisard Asset Management Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Voisard Asset Management Group’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	$5.09M	Sell	47,760 -332	-0.7%	-$35.3K	0.96%	16
2026 Q1	$5.12M	Sell	48,092 -4,465	-8%	-$478K	1.09%	16
2025 Q4	$5.61M	Sell	52,557 -131	-0.2%	-$14K	1.21%	15
2025 Q3	$5.63M	Buy	52,688 +1,875	+4%	+$200K	1.3%	15
2025 Q2	$5.4M	Sell	50,813 -18,836	-27%	-$1.99M	1.39%	15
2025 Q1	$7.35M	Buy	69,649 +45,051	+183%	+$4.76M	2.15%	12
2024 Q4	$2.59M	Buy	24,598 +23,113	+1,556%	+$2.44M	0.87%	20
2024 Q3	$158K	Buy	+1,485	New	+$157K	0.07%	101

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

Voisard Asset Management Group's SUB Position: Q2 2026 in Review

Voisard Asset Management Group reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.69% in Q2 2026, selling an estimated $35.3K and leaving 47,760 shares worth $5.09M. The position accounts for 0.96% of the portfolio, ranked #16.

Voisard Asset Management Group first reported a position in SUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.35M in Q1 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Voisard Asset Management Group held 47,760 shares of iShares Short-Term National Muni Bond ETF worth $5.09M as of Q2 2026.
Voisard Asset Management Group sold 332 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $35.3K.
iShares Short-Term National Muni Bond ETF made up 0.96% of Voisard Asset Management Group's portfolio in Q2 2026, its #16 holding.
Voisard Asset Management Group first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
Voisard Asset Management Group's iShares Short-Term National Muni Bond ETF position peaked at $7.35M in Q1 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.