Advus Financial Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Advus Financial Partners’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	$2.26M	Buy	21,642 +2,127	+11%	+$225K	0.64%	32
2026 Q2	$2.08M	Buy	19,515 +26	+0.1%	+$2.77K	0.59%	37
2026 Q1	$2.08M	Buy	19,489 +1,414	+8%	+$151K	0.79%	28
2025 Q4	$1.93M	Buy	18,075 +1,309	+8%	+$139K	0.69%	29
2025 Q3	$1.79M	Sell	16,766 -696	-4%	-$74.3K	0.66%	30
2025 Q2	$1.86M	Sell	17,462 -526	-3%	-$55.6K	0.73%	25
2025 Q1	$1.9M	Buy	17,988 +132	+0.7%	+$14K	0.81%	25
2024 Q4	$1.88M	Buy	17,856 +691	+4%	+$73K	0.81%	25
2024 Q3	$1.82M	Buy	17,165 +979	+6%	+$103K	0.77%	24
2024 Q2	$1.69M	Buy	16,186 +74	+0.5%	+$7.73K	0.75%	25
2024 Q1	$1.69M	Buy	16,112 +2,957	+22%	+$310K	0.75%	25
2023 Q4	$1.39M	Sell	13,155 -238	-2%	-$24.8K	0.68%	27
2023 Q3	$1.38M	Sell	13,393 -4,174	-24%	-$433K	0.74%	24
2023 Q2	$1.83M	Sell	17,567 -12,353	-41%	-$1.29M	0.97%	24
2023 Q1	$3.13M	Sell	29,920 -106,635	-78%	-$11.1M	1.72%	17
2022 Q4	$14.2M	Buy	136,555 +132,346	+3,144%	+$13.7M	8.06%	2
2022 Q3	$432K	Buy	4,209 +1,694	+67%	+$177K	0.31%	39
2022 Q2	$263K	Buy	+2,515	New	+$262K	0.18%	50

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

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

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Advus Financial Partners's SUB Position: Q3 2026 in Review

Advus Financial Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 11% in Q3 2026, buying an estimated $225K and bringing the position to 21,642 shares worth $2.26M. The position accounts for 0.64% of the portfolio, ranked #32.

Advus Financial Partners first reported a position in SUB in Q2 2022 and has held it in 18 quarters since. The position peaked at $14.2M in Q4 2022. 801 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Advus Financial Partners held 21,642 shares of iShares Short-Term National Muni Bond ETF worth $2.26M as of Q3 2026.
Advus Financial Partners bought 2,127 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $225K.
iShares Short-Term National Muni Bond ETF made up 0.64% of Advus Financial Partners's portfolio in Q3 2026, its #32 holding.
Advus Financial Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 18 quarters since.
Advus Financial Partners's iShares Short-Term National Muni Bond ETF position peaked at $14.2M in Q4 2022.
801 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.