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

ARS Wealth Advisors Group’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	$1.39M	Buy	13,022 +3,098	+31%	+$330K	0.11%	82
2026 Q1	$1.06M	Hold	9,924	–	–	0.09%	83
2025 Q4	$1.06M	Buy	9,924 +1,124	+13%	+$120K	0.1%	75
2025 Q3	$940K	Hold	8,800	–	–	0.09%	79
2025 Q2	$936K	Hold	8,800	–	–	0.11%	76
2025 Q1	$929K	Sell	8,800 -3,900	-31%	-$412K	0.13%	64
2024 Q4	$1.34M	Buy	12,700 +2,000	+19%	+$211K	0.18%	54
2024 Q3	$1.14M	Hold	10,700	–	–	0.14%	65
2024 Q2	$1.12M	Hold	10,700	–	–	0.15%	61
2024 Q1	$1.12M	Hold	10,700	–	–	0.15%	61
2023 Q4	$1.13M	Hold	10,700	–	–	0.17%	58
2023 Q3	$1.1M	Hold	10,700	–	–	0.18%	63
2023 Q2	$1.11M	Hold	10,700	–	–	0.18%	60
2023 Q1	$1.12M	Hold	10,700	–	–	0.21%	53
2022 Q4	$1.12M	Hold	10,700	–	–	0.18%	60
2022 Q3	$1.1M	Hold	10,700	–	–	0.17%	72
2022 Q2	$1.12M	Hold	10,700	–	–	0.15%	82
2022 Q1	$1.12M	Hold	10,700	–	–	0.2%	53
2021 Q4	$1.15M	Hold	10,700	–	–	0.19%	50
2021 Q3	$1.15M	Buy	+10,700	New	+$1.15M	0.21%	48

Other funds holding SUB

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

ARS Wealth Advisors Group's SUB Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 31% in Q2 2026, buying an estimated $330K and bringing the position to 13,022 shares worth $1.39M. The position accounts for 0.11% of the portfolio, ranked #82.

ARS Wealth Advisors Group first reported a position in SUB in Q3 2021 and has held it in 20 quarters since. 391 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

ARS Wealth Advisors Group held 13,022 shares of iShares Short-Term National Muni Bond ETF worth $1.39M as of Q2 2026.
ARS Wealth Advisors Group bought 3,098 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $330K.
iShares Short-Term National Muni Bond ETF made up 0.11% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #82 holding.
ARS Wealth Advisors Group first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2021 and has held it in 20 quarters since.
391 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.