iShares Trust - iShares Short-Term National Muni Bond ETF
US ˙ ARCA ˙ US4642881589

SecuritySUB / iShares Trust - iShares Short-Term National Muni Bond ETF
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership23,364 shares
Latest Disclosed Value $ 2,488,241
EverSource Wealth Advisors, LLC reports 36.38% increase in ownership of SUB / iShares Trust - iShares Short-Term National Muni Bond ETF

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 23,364 shares of iShares Trust - iShares Short-Term National Muni Bond ETF (US:SUB) valued at $2,488,266 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 17,132 shares of iShares Trust - iShares Short-Term National Muni Bond ETF. This represents a change in shares of 36.38% during the quarter. The current value of the position is $2,486,163 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F/A-1 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 23,364 6,232 36.38 2,488 36.18 0.0116
2026-05-14 2026-03-31 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 3,146 -13,986 2,026 0.0619
2026-02-06 2025-12-31 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 17,132 1,915 12.58 1,828 12.50 0.0672
2025-11-10 2025-09-30 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 15,217 -2,931 -16.15 1,625 -15.81 0.0643
2025-08-13 2025-06-30 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 18,148 -363 -1.96 1,930 -1.28 0.0871
2025-05-13 2025-03-31 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 18,511 -1,865 -9.15 1,955 -9.07 0.1073
2025-02-10 2024-12-31 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 20,376 6,607 47.98 2,149 46.99 0.1208
2024-11-08 2024-09-30 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 13,769 -35 -0.25 1,462 0.62 0.0926
2024-08-13 2024-06-30 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 13,804 -1 -0.01 1,453 0.69 0.0965
2024-06-11 2024-03-31 13F/A-1 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 13,805 -2,297 -14.27 1,443 -14.97 0.1134
2024-05-13 2024-03-31 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 16,102 0 1,698 0.0601
2024-02-09 2023-12-31 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 16,102 -888 -5.23 1,698 -2.86 0.1555
2023-11-03 2023-09-30 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 16,990 -3,131 -15.56 1,748 -16.53 0.1853
2023-08-04 2023-06-30 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 20,121 3,136 18.46 2,093 17.78 0.2308
2023-05-11 2023-03-31 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 16,985 4,182 32.66 1,778 33.21 0.2213
2023-02-09 2022-12-31 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 12,803 4,026 45.87 1,335 48.06 0.2021
2022-11-07 2022-09-30 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 8,777 874 11.06 901 8.95 0.2063
2022-08-01 2022-06-30 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 7,903 1,944 32.62 827 32.74 0.2132
2022-05-25 2022-03-31 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 5,959 3,619 154.66 623 148.21 0.1580
2022-02-17 2021-12-31 13F/A-1 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 2,340 2,340 251 0.0703
2022-02-07 2021-12-31 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 2,340 2,340 251 0.0703
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.