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: Q2 2026 in Review
Waverly Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 4% in Q2 2026, buying an estimated $239K and bringing the position to 57,827 shares worth $6.16M. The position accounts for 0.04% of the portfolio, ranked #392.
Waverly Advisors first reported a position in SUB in Q3 2022 and has held it in 13 quarters since. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.
- Waverly Advisors held 57,827 shares of iShares Short-Term National Muni Bond ETF worth $6.16M as of Q2 2026.
- Waverly Advisors bought 2,245 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $239K.
- iShares Short-Term National Muni Bond ETF made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #392 holding.
- Waverly Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and has held it in 13 quarters since.
- 915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.
Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.