Apella Capital
SUB icon

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
Q3 		$51M Buy
488,398
+72,982
+18% +$7.73M 0.65% 40
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 		$8.82M 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 		$10M 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

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital's SUB Position: Q3 2026 in Review

Apella Capital increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 18% in Q3 2026, buying an estimated $7.73M and bringing the position to 488,398 shares worth $51M. The position accounts for 0.65% of the portfolio, ranked #40.

Apella Capital first reported a position in SUB in Q1 2020 and has held it in 26 quarters since. 311 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Apella Capital held 488,398 shares of iShares Short-Term National Muni Bond ETF worth $51M as of Q3 2026.
  • Apella Capital bought 72,982 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $7.73M.
  • iShares Short-Term National Muni Bond ETF made up 0.65% of Apella Capital's portfolio in Q3 2026, its #40 holding.
  • Apella Capital first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.