Arkfeld Wealth Strategies’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Arkfeld Wealth Strategies’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	$1.3M	Buy	12,227 +40	+0.3%	+$4.26K	0.39%	44
2026 Q1	$1.3M	Sell	12,187 -111	-0.9%	-$11.9K	0.41%	42
2025 Q4	$1.31M	Buy	12,298 +92	+0.8%	+$9.8K	0.45%	38
2025 Q3	$1.3M	Buy	12,206 +44	+0.4%	+$4.7K	0.48%	36
2025 Q2	$1.29M	Sell	12,162 -106	-0.9%	-$11.2K	0.51%	35
2025 Q1	$1.29M	Sell	12,268 -2,625	-18%	-$277K	0.56%	36
2024 Q4	$1.57M	Sell	14,893 -1,134	-7%	-$120K	0.72%	27
2024 Q3	$1.7M	Buy	16,027 +78	+0.5%	+$8.23K	0.82%	27
2024 Q2	$1.67M	Sell	15,949 -343	-2%	-$35.8K	0.85%	25
2024 Q1	$1.7M	Buy	16,292 +16	+0.1%	+$1.68K	0.93%	24
2023 Q4	$1.71M	Buy	16,276 +3,783	+30%	+$394K	1.12%	20
2023 Q3	$1.29M	Sell	12,493 -63	-0.5%	-$6.53K	0.93%	21
2023 Q2	$1.31M	Sell	12,556 -3,917	-24%	-$408K	0.95%	21
2023 Q1	$1.73M	Sell	16,473 -1,823	-10%	-$190K	1.23%	21
2022 Q4	$1.92M	Sell	18,296 -1,189	-6%	-$123K	1.26%	22
2022 Q3	$2M	Sell	19,485 -1,250	-6%	-$130K	1.39%	22
2022 Q2	$2.17M	Buy	20,735 +1,950	+10%	+$203K	1.42%	22
2022 Q1	$1.95M	Buy	18,785 +5,500	+41%	+$582K	1.26%	21
2021 Q4	$1.42M	Buy	13,285 +4,935	+59%	+$530K	0.86%	25
2021 Q3	$897K	Sell	8,350 -2,400	-22%	-$259K	0.54%	35
2021 Q2	$1.16M	Buy	10,750 +3,300	+44%	+$356K	0.71%	29
2021 Q1	$803K	Buy	7,450 +3,450	+86%	+$372K	0.51%	36
2020 Q4	$432K	Hold	4,000	–	–	0.33%	48
2020 Q3	$432K	Sell	4,000 -400	-9%	-$43.2K	0.41%	43
2020 Q2	$475K	Sell	4,400 -6,650	-60%	-$712K	0.53%	37
2020 Q1	$1.18M	Sell	11,050 -18,665	-63%	-$1.98M	1.57%	21
2019 Q4	$3.17M	Buy	+29,715	New	+$3.17M	3.61%	9

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

Arkfeld Wealth Strategies's SUB Position: Q2 2026 in Review

Arkfeld Wealth Strategies increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.33% in Q2 2026, buying an estimated $4.26K and bringing the position to 12,227 shares worth $1.3M. The position accounts for 0.39% of the portfolio, ranked #44.

Arkfeld Wealth Strategies first reported a position in SUB in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.17M in Q4 2019. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Arkfeld Wealth Strategies held 12,227 shares of iShares Short-Term National Muni Bond ETF worth $1.3M as of Q2 2026.
Arkfeld Wealth Strategies bought 40 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $4.26K.
iShares Short-Term National Muni Bond ETF made up 0.39% of Arkfeld Wealth Strategies's portfolio in Q2 2026, its #44 holding.
Arkfeld Wealth Strategies first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
Arkfeld Wealth Strategies's iShares Short-Term National Muni Bond ETF position peaked at $3.17M in Q4 2019.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Arkfeld Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.