Waverly Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
Other funds holding SUB
Waverly Advisors's SUB Position: Q1 2026 in Review
Waverly Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 7.5% in Q1 2026, buying an estimated $417K and bringing the position to 55,582 shares worth $5.92M. The position accounts for 0.04% of the portfolio, ranked #370.
Waverly Advisors first reported a position in SUB in Q3 2022 and has held it in 12 quarters since. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.
- Waverly Advisors held 55,582 shares of iShares Short-Term National Muni Bond ETF worth $5.92M as of Q1 2026.
- Waverly Advisors bought 3,896 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $417K.
- iShares Short-Term National Muni Bond ETF made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #370 holding.
- Waverly Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and has held it in 12 quarters since.
- 883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.