Ashton Thomas Private Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Ashton Thomas Private Wealth’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	$472K	Sell	4,431 -98	-2%	-$10.4K	0.01%	804
2026 Q1	$482K	Sell	4,529 -1,493	-25%	-$160K	0.01%	734
2025 Q4	$643K	Sell	6,022 -869	-13%	-$92.6K	0.02%	605
2025 Q3	$736K	Buy	6,891 +837	+14%	+$89.4K	0.02%	549
2025 Q2	$644K	Buy	6,054 +1,833	+43%	+$194K	0.02%	512
2025 Q1	$446K	Sell	4,221 -591	-12%	-$62.5K	0.02%	576
2024 Q4	$508K	Buy	+4,812	New	+$508K	0.02%	531
2024 Q3	–	Sell	-1,625	Closed	-$170K	–	1688
2024 Q2	$170K	Buy	+1,625	New	+$170K	0.01%	608

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

Ashton Thomas Private Wealth's SUB Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.2% in Q2 2026, selling an estimated $10.4K and leaving 4,431 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #804.

Ashton Thomas Private Wealth first reported a position in SUB in Q2 2024 and has held it in 8 quarters since. The position peaked at $736K in Q3 2025. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Ashton Thomas Private Wealth held 4,431 shares of iShares Short-Term National Muni Bond ETF worth $472K as of Q2 2026.
Ashton Thomas Private Wealth sold 98 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $10.4K.
iShares Short-Term National Muni Bond ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #804 holding.
Ashton Thomas Private Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2024 and has held it in 8 quarters since.
Ashton Thomas Private Wealth's iShares Short-Term National Muni Bond ETF position peaked at $736K in Q3 2025.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.