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 Q2	$417K	Hold	3,921	–	–	0.01%	1104
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 $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Apollon Wealth Management's SUB Position: Q2 2026 in Review

Apollon Wealth Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 3,921 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #1104.

Apollon Wealth Management first reported a position in SUB in Q3 2022 and has held it in 12 quarters since. The position peaked at $418K in Q1 2026. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Apollon Wealth Management held 3,921 shares of iShares Short-Term National Muni Bond ETF worth $417K as of Q2 2026.
Apollon Wealth Management left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1104 holding.
Apollon Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and has held it in 12 quarters since.
Apollon Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $418K in Q1 2026.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.