Aletheian Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Aletheian Wealth Advisors’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	$885K	Buy	8,308 +214	+3%	+$22.8K	0.38%	44
2026 Q1	$862K	Buy	+8,094	New	+$866K	0.42%	41
2025 Q3	$837K	Sell	7,841 -81	-1%	-$8.65K	0.39%	46
2025 Q2	$842K	Buy	7,922 +60	+0.8%	+$6.34K	0.41%	44
2025 Q1	$830K	Buy	7,862 +871	+12%	+$92.1K	0.47%	44
2024 Q4	$737K	Buy	6,991 +2,036	+41%	+$215K	0.44%	45
2024 Q3	$526K	Buy	4,955 +20	+0.4%	+$2.11K	0.31%	51
2024 Q2	$516K	Buy	4,935 +25	+0.5%	+$2.61K	0.27%	63
2024 Q1	$514K	Buy	4,910 +660	+16%	+$69.3K	0.28%	62
2023 Q4	$448K	Buy	4,250 +398	+10%	+$41.4K	0.3%	63
2023 Q3	$396K	Sell	3,852 -2,014	-34%	-$209K	0.3%	64
2023 Q2	$610K	Buy	5,866 +8	+0.1%	+$833	0.42%	61
2023 Q1	$613K	Buy	5,858 +851	+17%	+$88.8K	0.54%	34
2022 Q4	$522K	Sell	5,007 -72	-1%	-$7.45K	0.45%	50
2022 Q3	$521K	Sell	5,079 -158	-3%	-$16.5K	0.59%	34
2022 Q2	$548K	Buy	5,237 +295	+6%	+$30.7K	0.56%	33
2022 Q1	$517K	Sell	4,942 -211	-4%	-$22.3K	0.49%	37
2021 Q4	$553K	Buy	+5,153	New	+$553K	0.54%	35

Other funds holding SUB

HIG

Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Aletheian Wealth Advisors's SUB Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.6% in Q2 2026, buying an estimated $22.8K and bringing the position to 8,308 shares worth $885K. The position accounts for 0.38% of the portfolio, ranked #44.

Aletheian Wealth Advisors first reported a position in SUB in Q4 2021 and has held it in 18 quarters since. 463 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Aletheian Wealth Advisors held 8,308 shares of iShares Short-Term National Muni Bond ETF worth $885K as of Q2 2026.
Aletheian Wealth Advisors bought 214 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $22.8K.
iShares Short-Term National Muni Bond ETF made up 0.38% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Aletheian Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
463 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.