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BCO Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

BCO Wealth Management’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 		$4.2M Buy
39,461
+2,295
+6% +$244K 2.29% 9
2026
Q1 		$3.96M Buy
37,166
+3,706
+11% +$397K 2.38% 9
2025
Q4 		$3.57M Buy
33,460
+8,147
+32% +$868K 2.19% 10
2025
Q3 		$2.7M Buy
25,313
+2,136
+9% +$228K 1.78% 10
2025
Q2 		$2.46M Buy
23,177
+2,305
+11% +$243K 1.76% 10
2025
Q1 		$2.2M Buy
20,872
+2,684
+15% +$284K 1.73% 10
2024
Q4 		$1.92M Buy
+18,188
New +$1.92M 1.6% 11

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

BCO Wealth Management's SUB Position: Q2 2026 in Review

BCO Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 6.2% in Q2 2026, buying an estimated $244K and bringing the position to 39,461 shares worth $4.2M. The position accounts for 2.29% of the portfolio, ranked #9.

BCO Wealth Management first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. 334 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • BCO Wealth Management held 39,461 shares of iShares Short-Term National Muni Bond ETF worth $4.2M as of Q2 2026.
  • BCO Wealth Management bought 2,295 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $244K.
  • iShares Short-Term National Muni Bond ETF made up 2.29% of BCO Wealth Management's portfolio in Q2 2026, its #9 holding.
  • BCO Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 334 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on BCO Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.