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

American 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	$1.06M	Buy	9,952 +3	+0%	+$319	0.99%	16
2026 Q1	$1.06M	Sell	9,949 -16	-0.2%	-$1.71K	1.1%	15
2025 Q4	$1.06M	Buy	9,965 +2	+0%	+$213	1.04%	15
2025 Q3	$1.06M	Buy	+9,963	New	+$1.06M	1.05%	15

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

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

American Wealth Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.03% in Q2 2026, buying an estimated $319 and bringing the position to 9,952 shares worth $1.06M. The position accounts for 0.99% of the portfolio, ranked #16.

American Wealth Advisors first reported a position in SUB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q3 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

American Wealth Advisors held 9,952 shares of iShares Short-Term National Muni Bond ETF worth $1.06M as of Q2 2026.
American Wealth Advisors bought 3 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $319.
iShares Short-Term National Muni Bond ETF made up 0.99% of American Wealth Advisors's portfolio in Q2 2026, its #16 holding.
American Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
American Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.06M in Q3 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on American Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.