AC
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Apella Capital’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Apella Capital’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 		$44.2M Sell
415,416
-3,060
-0.7% -$326K 0.62% 41
2026
Q1 		$44.7M Buy
418,476
+7,417
+2% +$794K 0.66% 39
2025
Q4 		$43.9M Buy
411,059
+13,389
+3% +$1.43M 0.87% 26
2025
Q3 		$42.5M Buy
397,670
+65,447
+20% +$6.99M 0.95% 24
2025
Q2 		$35.3M Buy
332,223
+17,871
+6% +$1.89M 0.96% 25
2025
Q1 		$33M Buy
314,352
+41,334
+15% +$4.37M 1.13% 19
2024
Q4 		$28.8M Buy
273,018
+20,658
+8% +$2.18M 1.1% 20
2024
Q3 		$26.8M Buy
252,360
+14,930
+6% +$1.58M 1.1% 22
2024
Q2 		$24.9M Sell
237,430
-2,893
-1% -$302K 1.11% 23
2024
Q1 		$25.1M Sell
240,323
-4,522
-2% -$475K 1.27% 20
2023
Q4 		$25.8M Sell
244,845
-32,832
-12% -$3.42M 1.44% 18
2023
Q3 		$28.6M Sell
277,677
-8,399
-3% -$871K 2.02% 12
2023
Q2 		$29.8M Buy
+286,076
New +$29.8M 2.12% 12
2022
Q4 		$25.8M Buy
247,304
+98,442
+66% +$10.2M 2.35% 10
2022
Q3 		$15.3M Buy
148,862
+36,099
+32% +$3.77M 1.78% 17
2022
Q2 		$11.8M Buy
112,763
+28,496
+34% +$2.96M 1.41% 21
2022
Q1 		$8.81M Sell
84,267
-14,616
-15% -$1.55M 1.24% 22
2021
Q4 		$10.6M Buy
98,883
+6,090
+7% +$654K 1.35% 23
2021
Q3 		$9.98M Buy
92,793
+30,162
+48% +$3.25M 1.44% 20
2021
Q2 		$6.75M Buy
62,631
+10,193
+19% +$1.1M 1.11% 22
2021
Q1 		$5.65M Buy
52,438
+1,356
+3% +$146K 1.78% 19
2020
Q4 		$5.52M Buy
51,082
+16,024
+46% +$1.73M 1.94% 16
2020
Q3 		$3.79M Buy
35,058
+10,030
+40% +$1.08M 1.52% 21
2020
Q2 		$2.7M Buy
25,028
+5,652
+29% +$605K 1.26% 22
2020
Q1 		$2.06M Buy
+19,376
New +$2.06M 1.2% 20

Other funds holding SUB

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital's SUB Position: Q2 2026 in Review

Apella Capital reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.73% in Q2 2026, selling an estimated $326K and leaving 415,416 shares worth $44.2M. The position accounts for 0.62% of the portfolio, ranked #41.

Apella Capital first reported a position in SUB in Q1 2020 and has held it in 25 quarters since. The position peaked at $44.7M in Q1 2026. 185 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Apella Capital held 415,416 shares of iShares Short-Term National Muni Bond ETF worth $44.2M as of Q2 2026.
  • Apella Capital sold 3,060 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $326K.
  • iShares Short-Term National Muni Bond ETF made up 0.62% of Apella Capital's portfolio in Q2 2026, its #41 holding.
  • Apella Capital first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's iShares Short-Term National Muni Bond ETF position peaked at $44.7M in Q1 2026.
  • 185 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.