VAMG
SUB icon

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

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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. 214 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.
  • 214 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.