Aptus Capital Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Aptus Capital 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	$1.77M	Buy	16,649 +1,481	+10%	+$158K	0.01%	518
2026 Q1	$1.62M	Sell	15,168 -2,048	-12%	-$219K	0.01%	507
2025 Q4	$1.84M	Buy	17,216 +5,610	+48%	+$598K	0.01%	463
2025 Q3	$1.24M	Sell	11,606 -357	-3%	-$38.1K	0.01%	517
2025 Q2	$1.27M	Sell	11,963 -1,271	-10%	-$134K	0.01%	492
2025 Q1	$1.4M	Sell	13,234 -11,628	-47%	-$1.23M	0.01%	450
2024 Q4	$2.62M	Buy	24,862 +14,935	+150%	+$1.58M	0.03%	356
2024 Q3	$1.05M	Sell	9,927 -7,141	-42%	-$753K	0.02%	400
2024 Q2	$1.78M	Sell	17,068 -22,734	-57%	-$2.38M	0.03%	308
2024 Q1	$4.17M	Buy	39,802 +39,286	+7,614%	+$4.12M	0.08%	200
2023 Q4	$54.4K	Buy	516 +231	+81%	+$24K	﹤0.01%	673
2023 Q3	$29.3K	Hold	285	–	–	﹤0.01%	726
2023 Q2	$29.7K	Hold	285	–	–	﹤0.01%	624
2023 Q1	$29.8K	Sell	285 -665	-70%	-$69.4K	﹤0.01%	600
2022 Q4	$99.1K	Buy	+950	New	+$98.3K	﹤0.01%	534

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

Aptus Capital Advisors's SUB Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 9.8% in Q2 2026, buying an estimated $158K and bringing the position to 16,649 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #518.

Aptus Capital Advisors first reported a position in SUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.17M in Q1 2024. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Aptus Capital Advisors held 16,649 shares of iShares Short-Term National Muni Bond ETF worth $1.77M as of Q2 2026.
Aptus Capital Advisors bought 1,481 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $158K.
iShares Short-Term National Muni Bond ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #518 holding.
Aptus Capital Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
Aptus Capital Advisors's iShares Short-Term National Muni Bond ETF position peaked at $4.17M in Q1 2024.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.