Avantax Planning Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Avantax Planning 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	$4.68M	Sell	43,970 -2,146	-5%	-$228K	0.12%	100
2026 Q1	$4.91M	Sell	46,116 -6,104	-12%	-$653K	0.13%	95
2025 Q4	$5.57M	Sell	52,220 -6,951	-12%	-$741K	0.16%	89
2025 Q3	$6.32M	Sell	59,171 -1,974	-3%	-$211K	0.18%	82
2025 Q2	$6.5M	Sell	61,145 -548	-0.9%	-$57.9K	0.21%	78
2025 Q1	$6.51M	Sell	61,693 -576	-0.9%	-$60.9K	0.23%	75
2024 Q4	$6.57M	Sell	62,269 -5,935	-9%	-$627K	0.24%	69
2024 Q3	$7.24M	Sell	68,204 -17,276	-20%	-$1.82M	0.26%	67
2024 Q2	$8.94M	Sell	85,480 -5,480	-6%	-$573K	0.29%	63
2024 Q1	$9.53M	Sell	90,960 -10,836	-11%	-$1.14M	0.31%	57
2023 Q4	$10.7M	Sell	101,796 -69,599	-41%	-$7.24M	0.41%	35
2023 Q3	$17.6M	Sell	171,395 -11,194	-6%	-$1.16M	0.74%	26
2023 Q2	$19M	Sell	182,589 -359,853	-66%	-$37.5M	0.76%	25
2023 Q1	$56.8M	Sell	542,442 -47,686	-8%	-$4.98M	2.31%	9
2022 Q4	$61.5M	Sell	590,128 -2,869	-0.5%	-$297K	2.44%	9
2022 Q3	$60.9M	Buy	592,997 +135,279	+30%	+$14.1M	2.74%	8
2022 Q2	$47.9M	Buy	457,718 +51,706	+13%	+$5.38M	2.05%	9
2022 Q1	$42.5M	Buy	406,012 +318,415	+363%	+$33.7M	1.69%	11
2021 Q4	$9.4M	Buy	87,597 +70,366	+408%	+$7.56M	0.39%	25
2021 Q3	$1.85M	Sell	17,231 -5,352	-24%	-$577K	0.09%	93
2021 Q2	$2.44M	Sell	22,583 -1,049	-4%	-$113K	0.11%	76
2021 Q1	$2.55M	Buy	23,632 +1,103	+5%	+$119K	0.13%	68
2020 Q4	$2.44M	Sell	22,529 -2,437	-10%	-$263K	0.13%	65
2020 Q3	$2.7M	Buy	24,966 +1,184	+5%	+$128K	0.14%	62
2020 Q2	$2.56M	Sell	23,782 -1,621	-6%	-$174K	0.14%	59
2020 Q1	$2.7M	Sell	25,403 -238	-0.9%	-$25.3K	0.19%	38
2019 Q4	$2.74M	Sell	25,641 -18	-0.1%	-$1.92K	0.16%	52
2019 Q3	$2.73M	Sell	25,659 -180	-0.7%	-$19.2K	0.17%	51
2019 Q2	$2.75M	Sell	25,839 -2,455	-9%	-$260K	0.18%	51
2019 Q1	$3M	Sell	28,294 -224,002	-89%	-$23.7M	0.21%	46
2018 Q4	$26.6M	Buy	252,296 +249,775	+9,908%	+$26.2M	2.01%	12
2018 Q3	$264K	Buy	+2,521	New	+$265K	0.02%	206
2018 Q2	–	Sell	-39	Closed	-$4K	–	1314
2018 Q1	$4K	Buy	+39	New	+$4.09K	﹤0.01%	1448
2017 Q4	–	Sell	-3,955	Closed	-$419K	–	350
2017 Q3	$419K	Buy	3,955 +47	+1%	+$4.99K	0.03%	229
2017 Q2	$413K	Sell	3,908 -2,819	-42%	-$298K	0.03%	214
2017 Q1	$710K	Buy	+6,727	New	+$709K	0.06%	146

Other funds holding SUB

HIG

Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

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

Avantax Planning Partners's SUB Position: Q2 2026 in Review

Avantax Planning Partners reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 4.7% in Q2 2026, selling an estimated $228K and leaving 43,970 shares worth $4.68M. The position accounts for 0.12% of the portfolio, ranked #100.

Avantax Planning Partners first reported a position in SUB in Q1 2017 and has held it in 36 quarters since. The position peaked at $61.5M in Q4 2022. 436 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Avantax Planning Partners held 43,970 shares of iShares Short-Term National Muni Bond ETF worth $4.68M as of Q2 2026.
Avantax Planning Partners sold 2,146 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $228K.
iShares Short-Term National Muni Bond ETF made up 0.12% of Avantax Planning Partners's portfolio in Q2 2026, its #100 holding.
Avantax Planning Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2017 and has held it in 36 quarters since.
Avantax Planning Partners's iShares Short-Term National Muni Bond ETF position peaked at $61.5M in Q4 2022.
436 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.