Accel Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Accel Wealth Management’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 Q3	–	Sell	-1,962	Closed	-$209K	–	316
2026 Q2	$209K	Buy	+1,962	New	+$209K	0.05%	285
2023 Q3	–	Sell	-2,982	Closed	-$310K	–	181
2023 Q2	$310K	Buy	2,982 +1,277	+75%	+$133K	0.17%	121
2023 Q1	$179K	Buy	1,705 +3	+0.2%	+$313	0.07%	235
2022 Q4	$177K	Buy	1,702 +4	+0.2%	+$414	0.08%	167
2022 Q3	$175K	Hold	1,698	–	–	0.09%	170
2022 Q2	$178K	Hold	1,698	–	–	0.1%	154
2022 Q1	$177K	Buy	+1,698	New	+$180K	0.09%	171

Other funds holding SUB

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Accel Wealth Management's SUB Position: Q3 2026 in Review

Accel Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026, closing a stake of 1,962 shares — an estimated $209K sold.

Accel Wealth Management first reported a position in SUB in Q1 2022 and held it in 7 quarters. The position peaked at $310K in Q2 2023. 588 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Accel Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
Accel Wealth Management sold 1,962 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $209K.
Accel Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and held it in 7 quarters.
Accel Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $310K in Q2 2023.
588 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.