Apex Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Apex Wealth Management’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	$5.49M	Buy	52,522 +1,078	+2%	+$114K	3.23%	11
2026 Q2	$5.48M	Buy	51,444 +1,341	+3%	+$143K	3.35%	10
2026 Q1	$5.34M	Buy	50,103 +45,876	+1,085%	+$4.91M	3.66%	9
2025 Q4	$453K	Sell	4,227 -35,015	-89%	-$3.73M	0.46%	36
2025 Q3	$4.19M	Buy	39,242 +3,897	+11%	+$416K	3%	15
2025 Q2	$3.76M	Sell	35,345 -78	-0.2%	-$8.24K	3.02%	13
2025 Q1	$3.74M	Buy	35,423 +13,346	+60%	+$1.41M	3.36%	9
2024 Q4	$2.33M	Buy	+22,077	New	+$2.33M	2.01%	20

Other funds holding SUB

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Apex Wealth Management's SUB Position: Q3 2026 in Review

Apex Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.1% in Q3 2026, buying an estimated $114K and bringing the position to 52,522 shares worth $5.49M. The position accounts for 3.23% of the portfolio, ranked #11.

Apex Wealth Management first reported a position in SUB in Q4 2024 and has held it in 8 quarters since. 537 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Apex Wealth Management held 52,522 shares of iShares Short-Term National Muni Bond ETF worth $5.49M as of Q3 2026.
Apex Wealth Management bought 1,078 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $114K.
iShares Short-Term National Muni Bond ETF made up 3.23% of Apex Wealth Management's portfolio in Q3 2026, its #11 holding.
Apex Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
537 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.