Aaron Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Aaron Wealth Advisors’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	$11.2M	Buy	105,380 +4,327	+4%	+$461K	0.57%	28
2026 Q1	$10.8M	Buy	101,053 +3,757	+4%	+$402K	0.61%	26
2025 Q4	$10.4M	Buy	97,296 +4,984	+5%	+$531K	0.57%	28
2025 Q3	$9.86M	Buy	92,312 +3,746	+4%	+$400K	0.58%	28
2025 Q2	$9.42M	Sell	88,566 -10,065	-10%	-$1.06M	0.96%	19
2025 Q1	$10.4M	Sell	98,631 -13,543	-12%	-$1.43M	1.19%	15
2024 Q4	$11.8M	Buy	112,174 +101,654	+966%	+$10.7M	1.37%	15
2024 Q3	$1.12M	Hold	10,520	–	–	0.13%	104
2024 Q2	$1.1M	Buy	+10,520	New	+$1.1M	0.15%	91
2021 Q1	–	Sell	-22,887	Closed	-$2.47M	–	166
2020 Q4	$2.47M	Buy	+22,887	New	+$2.47M	0.91%	30

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

Aaron Wealth Advisors's SUB Position: Q2 2026 in Review

Aaron Wealth Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 4.3% in Q2 2026, buying an estimated $461K and bringing the position to 105,380 shares worth $11.2M. The position accounts for 0.57% of the portfolio, ranked #28.

Aaron Wealth Advisors first reported a position in SUB in Q4 2020 and has held it in 10 quarters since. The position peaked at $11.8M in Q4 2024. 907 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Aaron Wealth Advisors held 105,380 shares of iShares Short-Term National Muni Bond ETF worth $11.2M as of Q2 2026.
Aaron Wealth Advisors bought 4,327 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $461K.
iShares Short-Term National Muni Bond ETF made up 0.57% of Aaron Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Aaron Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and has held it in 10 quarters since.
Aaron Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $11.8M in Q4 2024.
907 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.