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

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

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. 913 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.
913 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.