AFA
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Avant Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Avant Financial Advisors’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 		$2.49M Buy
23,378
+1,816
+8% +$193K 1.55% 22
2026
Q1 		$2.3M Buy
21,562
+1,061
+5% +$114K 1.61% 21
2025
Q4 		$2.19M Buy
20,501
+2,646
+15% +$282K 1.57% 22
2025
Q3 		$1.91M Buy
17,855
+2,859
+19% +$305K 1.44% 24
2025
Q2 		$1.59M Buy
14,996
+992
+7% +$105K 1.31% 24
2025
Q1 		$1.48M Buy
14,004
+505
+4% +$53.4K 1.34% 24
2024
Q4 		$1.42M Buy
+13,499
New +$1.43M 1.31% 26

Other funds holding SUB

AC
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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Avant Financial Advisors's SUB Position: Q2 2026 in Review

Avant Financial Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 8.4% in Q2 2026, buying an estimated $193K and bringing the position to 23,378 shares worth $2.49M. The position accounts for 1.55% of the portfolio, ranked #22.

Avant Financial Advisors first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. 333 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Avant Financial Advisors held 23,378 shares of iShares Short-Term National Muni Bond ETF worth $2.49M as of Q2 2026.
  • Avant Financial Advisors bought 1,816 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $193K.
  • iShares Short-Term National Muni Bond ETF made up 1.55% of Avant Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Avant Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 333 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.