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 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 America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Apex Wealth Management's SUB Position: Q1 2026 in Review

Apex Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 1,085% in Q1 2026, buying an estimated $4.91M and bringing the position to 50,103 shares worth $5.34M. The position accounts for 3.66% of the portfolio, ranked #9.

Apex Wealth Management first reported a position in SUB in Q4 2024 and has held it in 6 quarters since. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Apex Wealth Management held 50,103 shares of iShares Short-Term National Muni Bond ETF worth $5.34M as of Q1 2026.
Apex Wealth Management bought 45,876 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $4.91M.
iShares Short-Term National Muni Bond ETF made up 3.66% of Apex Wealth Management's portfolio in Q1 2026, its #9 holding.
Apex Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.