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

Alta 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	$319K	Buy	2,993 +13	+0.4%	+$1.38K	0.09%	141
2026 Q1	$317K	Buy	2,980 +8	+0.3%	+$856	0.1%	141
2025 Q4	$317K	Buy	2,972 +6	+0.2%	+$639	0.11%	128
2025 Q3	$317K	Hold	2,966	–	–	0.11%	120
2025 Q2	$315K	Hold	2,966	–	–	0.15%	89
2025 Q1	$313K	Hold	2,966	–	–	0.14%	110
2024 Q4	$313K	Hold	2,966	–	–	0.14%	114
2024 Q3	$315K	Hold	2,966	–	–	0.14%	107
2024 Q2	$310K	Buy	2,966 +96	+3%	+$10K	0.15%	106
2024 Q1	$301K	Buy	2,870 +98	+4%	+$10.3K	0.15%	106
2023 Q4	$292K	Hold	2,772	–	–	0.16%	108
2023 Q3	$285K	Hold	2,772	–	–	0.17%	114
2023 Q2	$288K	Sell	2,772 -385	-12%	-$40.1K	0.17%	119
2023 Q1	$330K	Hold	3,157	–	–	0.21%	114
2022 Q4	$329K	Buy	+3,157	New	+$327K	0.22%	115

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

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

Alta Wealth Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.44% in Q2 2026, buying an estimated $1.38K and bringing the position to 2,993 shares worth $319K. The position accounts for 0.09% of the portfolio, ranked #141.

Alta Wealth Advisors first reported a position in SUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $330K in Q1 2023. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Alta Wealth Advisors held 2,993 shares of iShares Short-Term National Muni Bond ETF worth $319K as of Q2 2026.
Alta Wealth Advisors bought 13 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.38K.
iShares Short-Term National Muni Bond ETF made up 0.09% of Alta Wealth Advisors's portfolio in Q2 2026, its #141 holding.
Alta Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
Alta Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $330K in Q1 2023.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.