Blake Schutter Theil Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Blake Schutter Theil Wealth 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	$808K	Hold	7,593	–	–	0.55%	41
2026 Q1	$809K	Hold	7,593	–	–	0.66%	35
2025 Q4	$810K	Hold	7,593	–	–	0.67%	33
2025 Q3	$811K	Hold	7,593	–	–	0.8%	31
2025 Q2	$807K	Hold	7,593	–	–	0.92%	27
2025 Q1	$802K	Hold	7,593	–	–	0.91%	30
2024 Q4	$801K	Hold	7,593	–	–	0.85%	27
2024 Q3	$806K	Buy	+7,593	New	+$801K	0.58%	50

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's SUB Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 7,593 shares worth $808K. The position accounts for 0.55% of the portfolio, ranked #41.

Blake Schutter Theil Wealth Advisors first reported a position in SUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $811K in Q3 2025. 463 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 7,593 shares of iShares Short-Term National Muni Bond ETF worth $808K as of Q2 2026.
Blake Schutter Theil Wealth Advisors left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.55% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Blake Schutter Theil Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $811K in Q3 2025.
463 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.