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 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 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

Accel Wealth Management's SUB Position: Q2 2026 in Review

Accel Wealth Management opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 1,962 shares worth $209K. The stake represents 0.05% of the portfolio and ranks #285 among its holdings. This is a return to the name: Accel Wealth Management previously reported a position in SUB as recently as Q2 2023.

Accel Wealth Management first reported a position in SUB in Q1 2022 and has held it in 7 quarters since. The position peaked at $310K in Q2 2023. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Accel Wealth Management held 1,962 shares of iShares Short-Term National Muni Bond ETF worth $209K as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new Accel Wealth Management position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.05% of Accel Wealth Management's portfolio in Q2 2026, its #285 holding.
Accel Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and has held it in 7 quarters since.
Accel Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $310K in Q2 2023.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.