Arkadios Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Arkadios Wealth 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 Q1	$876K	Buy	8,228 +5,786	+237%	+$619K	0.01%	852
2025 Q4	$261K	Sell	2,442 -128	-5%	-$13.6K	0.01%	1313
2025 Q3	$274K	Buy	+2,570	New	+$274K	0.01%	1191
2025 Q1	–	Sell	-1,992	Closed	-$210K	–	1188
2024 Q4	$210K	Buy	1,992 +83	+4%	+$8.77K	0.01%	847
2024 Q3	$203K	Sell	1,909 -1,056	-36%	-$111K	0.01%	843
2024 Q2	$310K	Sell	2,965 -19	-0.6%	-$1.99K	0.02%	628
2024 Q1	$313K	Hold	2,984	–	–	0.02%	522
2023 Q4	$315K	Buy	2,984 +259	+10%	+$26.9K	0.03%	511
2023 Q3	$280K	Buy	+2,725	New	+$283K	0.03%	509
2021 Q4	–	Sell	-261	Closed	-$28K	–	1637
2021 Q3	$28K	Hold	261	–	–	﹤0.01%	1095
2021 Q2	$28K	Hold	261	–	–	﹤0.01%	1148
2021 Q1	$28K	Hold	261	–	–	﹤0.01%	874
2020 Q4	$28K	Buy	+261	New	+$28.2K	0.01%	673

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

Arkadios Wealth Advisors's SUB Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 237% in Q1 2026, buying an estimated $619K and bringing the position to 8,228 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #852.

Arkadios Wealth Advisors first reported a position in SUB in Q4 2020 and has held it in 13 quarters since. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Arkadios Wealth Advisors held 8,228 shares of iShares Short-Term National Muni Bond ETF worth $876K as of Q1 2026.
Arkadios Wealth Advisors bought 5,786 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $619K.
iShares Short-Term National Muni Bond ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #852 holding.
Arkadios Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and has held it in 13 quarters since.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.