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

Apollon 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	$418K	Buy	3,921 +814	+26%	+$87.1K	0.01%	948
2025 Q4	$332K	Sell	3,107 -2	-0.1%	-$213	0.01%	1016
2025 Q3	$332K	Sell	3,109 -17	-0.5%	-$1.81K	0.01%	1013
2025 Q2	$332K	Buy	+3,126	New	+$330K	0.01%	974
2024 Q2	–	Sell	-2,132	Closed	-$223K	–	1162
2024 Q1	$223K	Sell	2,132 -382	-15%	-$40.1K	0.01%	996
2023 Q4	$265K	Sell	2,514 -475	-16%	-$49.4K	0.01%	890
2023 Q3	$307K	Sell	2,989 -419	-12%	-$43.5K	0.02%	690
2023 Q2	$355K	Buy	3,408 +940	+38%	+$97.8K	0.02%	697
2023 Q1	$258K	Sell	2,468 -720	-23%	-$75.2K	0.02%	726
2022 Q4	$332K	Buy	3,188 +1,129	+55%	+$117K	0.02%	636
2022 Q3	$211K	Buy	+2,059	New	+$215K	0.02%	712

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

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

Apollon Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 26% in Q1 2026, buying an estimated $87.1K and bringing the position to 3,921 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #948.

Apollon Wealth Management first reported a position in SUB in Q3 2022 and has held it in 11 quarters since. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Apollon Wealth Management held 3,921 shares of iShares Short-Term National Muni Bond ETF worth $418K as of Q1 2026.
Apollon Wealth Management bought 814 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $87.1K.
iShares Short-Term National Muni Bond ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #948 holding.
Apollon Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and has held it in 11 quarters since.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.