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

Beaird Harris 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 		$1.89M Sell
17,770
-517
-3% -$55K 0.12% 58
2026
Q1 		$1.95M Sell
18,287
-489
-3% -$52.3K 0.13% 57
2025
Q4 		$2M Buy
18,776
+657
+4% +$70K 0.14% 55
2025
Q3 		$1.93M Buy
18,119
+205
+1% +$21.9K 0.14% 57
2025
Q2 		$1.9M Sell
17,914
-1,334
-7% -$141K 0.15% 56
2025
Q1 		$2.03M Sell
19,248
-1,550
-7% -$164K 0.17% 49
2024
Q4 		$2.19M Sell
20,798
-81
-0.4% -$8.55K 0.19% 48
2024
Q3 		$2.22M Buy
20,879
+548
+3% +$57.8K 0.19% 46
2024
Q2 		$2.13M Sell
20,331
-1,589
-7% -$166K 0.2% 47
2024
Q1 		$2.3M Sell
21,920
-2,045
-9% -$215K 0.22% 43
2023
Q4 		$2.53M Sell
23,965
-6,740
-22% -$701K 0.27% 39
2023
Q3 		$3.16M Buy
30,705
+4,231
+16% +$439K 0.38% 33
2023
Q2 		$2.75M Buy
26,474
+9,533
+56% +$992K 0.33% 33
2023
Q1 		$1.77M Buy
16,941
+14,504
+595% +$1.51M 0.32% 33
2022
Q4 		$254K Buy
+2,437
New +$252K 0.05% 78

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
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Beaird Harris Wealth Management's SUB Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.8% in Q2 2026, selling an estimated $55K and leaving 17,770 shares worth $1.89M. The position accounts for 0.12% of the portfolio, ranked #58.

Beaird Harris Wealth Management first reported a position in SUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.16M in Q3 2023. 185 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Beaird Harris Wealth Management held 17,770 shares of iShares Short-Term National Muni Bond ETF worth $1.89M as of Q2 2026.
  • Beaird Harris Wealth Management sold 517 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $55K.
  • iShares Short-Term National Muni Bond ETF made up 0.12% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Beaird Harris Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Beaird Harris Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $3.16M in Q3 2023.
  • 185 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.