Advisor Resource Council’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Advisor Resource Council’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	$346K	Hold	3,257	–	–	0.1%	183
2026 Q1	$347K	Buy	+3,257	New	+$349K	0.11%	160
2024 Q2	–	Sell	-2,200	Closed	-$232K	–	207
2024 Q1	$232K	Buy	+2,200	New	+$231K	0.1%	202

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

Advisor Resource Council's SUB Position: Q2 2026 in Review

Advisor Resource Council held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 3,257 shares worth $346K. The position accounts for 0.1% of the portfolio, ranked #183.

Advisor Resource Council first reported a position in SUB in Q1 2024 and has held it in 3 quarters since. The position peaked at $347K in Q1 2026. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Advisor Resource Council held 3,257 shares of iShares Short-Term National Muni Bond ETF worth $346K as of Q2 2026.
Advisor Resource Council left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.1% of Advisor Resource Council's portfolio in Q2 2026, its #183 holding.
Advisor Resource Council first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2024 and has held it in 3 quarters since.
Advisor Resource Council's iShares Short-Term National Muni Bond ETF position peaked at $347K in Q1 2026.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.