Ausdal Financial Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Ausdal Financial Partners’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	$3.32M	Buy	31,146 +1,097	+4%	+$117K	0.13%	176
2026 Q1	$3.2M	Buy	30,049 +24,856	+479%	+$2.66M	0.14%	161
2025 Q4	$554K	Sell	5,193 -646	-11%	-$68.8K	0.03%	509
2025 Q3	$624K	Buy	5,839 +2,922	+100%	+$312K	0.03%	486
2025 Q2	$310K	Buy	2,917 +351	+14%	+$37.1K	0.02%	540
2025 Q1	$271K	Buy	2,566 +2	+0.1%	+$211	0.02%	519
2024 Q4	$270K	Buy	2,564 +25	+1%	+$2.64K	0.02%	474
2024 Q3	$270K	Buy	+2,539	New	+$268K	0.03%	431
2023 Q3	–	Sell	-2,134	Closed	-$222K	–	463
2023 Q2	$222K	Buy	+2,134	New	+$222K	0.03%	381
2023 Q1	–	Sell	-3,406	Closed	-$355K	–	468
2022 Q4	$355K	Sell	3,406 -27	-0.8%	-$2.79K	0.05%	305
2022 Q3	$352K	Buy	+3,433	New	+$358K	0.06%	297
2021 Q4	–	Sell	-3,053	Closed	-$328K	–	515
2021 Q3	$328K	Buy	+3,053	New	+$329K	0.05%	341
2016 Q1	–	Sell	-426	Closed	-$45K	–	919
2015 Q4	$45K	Buy	+426	New	+$45.1K	0.02%	487

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

Ausdal Financial Partners's SUB Position: Q2 2026 in Review

Ausdal Financial Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 3.7% in Q2 2026, buying an estimated $117K and bringing the position to 31,146 shares worth $3.32M. The position accounts for 0.13% of the portfolio, ranked #176.

Ausdal Financial Partners first reported a position in SUB in Q4 2015 and has held it in 13 quarters since. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Ausdal Financial Partners held 31,146 shares of iShares Short-Term National Muni Bond ETF worth $3.32M as of Q2 2026.
Ausdal Financial Partners bought 1,097 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $117K.
iShares Short-Term National Muni Bond ETF made up 0.13% of Ausdal Financial Partners's portfolio in Q2 2026, its #176 holding.
Ausdal Financial Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2015 and has held it in 13 quarters since.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.