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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return