ARA
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Approach Retirement Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Approach Retirement Advisors’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 		$505K Buy
4,739
+1,000
+27% +$106K 0.37% 49
2026
Q1 		$398K Buy
3,739
+30
+0.8% +$3.21K 0.33% 54
2025
Q4 		$396K Buy
+3,709
New +$395K 0.34% 53

Other funds holding SUB

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

Approach Retirement Advisors's SUB Position: Q2 2026 in Review

Approach Retirement Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 27% in Q2 2026, buying an estimated $106K and bringing the position to 4,739 shares worth $505K. The position accounts for 0.37% of the portfolio, ranked #49.

Approach Retirement Advisors first reported a position in SUB in Q4 2025 and has held it in 3 quarters since. 560 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Approach Retirement Advisors held 4,739 shares of iShares Short-Term National Muni Bond ETF worth $505K as of Q2 2026.
  • Approach Retirement Advisors bought 1,000 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $106K.
  • iShares Short-Term National Muni Bond ETF made up 0.37% of Approach Retirement Advisors's portfolio in Q2 2026, its #49 holding.
  • Approach Retirement Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.