Argo Wealth Advisory’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Argo Wealth Advisory’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 Q3	$1.66M	Buy	+15,844	New	+$1.68M	0.86%	42

Other funds holding SUB

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Argo Wealth Advisory's SUB Position: Q3 2026 in Review

Argo Wealth Advisory opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026: 15,844 shares worth $1.66M. The stake represents 0.86% of the portfolio and ranks #42 among its holdings.

844 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Argo Wealth Advisory held 15,844 shares of iShares Short-Term National Muni Bond ETF worth $1.66M as of Q3 2026.
iShares Short-Term National Muni Bond ETF was a new Argo Wealth Advisory position in Q3 2026.
iShares Short-Term National Muni Bond ETF made up 0.86% of Argo Wealth Advisory's portfolio in Q3 2026, its #42 holding.
844 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Argo Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.