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 Q3	$1.41M	Buy	13,464 +442	+3%	+$46.8K	0.1%	78
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

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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

ARS Wealth Advisors Group's SUB Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 3.4% in Q3 2026, buying an estimated $46.8K and bringing the position to 13,464 shares worth $1.41M. The position accounts for 0.1% of the portfolio, ranked #78.

ARS Wealth Advisors Group first reported a position in SUB in Q3 2021 and has held it in 21 quarters since. 580 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

ARS Wealth Advisors Group held 13,464 shares of iShares Short-Term National Muni Bond ETF worth $1.41M as of Q3 2026.
ARS Wealth Advisors Group bought 442 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $46.8K.
iShares Short-Term National Muni Bond ETF made up 0.1% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #78 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 21 quarters since.
580 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.