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

Bravera Wealth’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 		$1.38M Sell
13,000
-5,700
-30% -$607K 0.53% 38
2026
Q1 		$1.99M Buy
+18,700
New +$2M 0.9% 28

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

Bravera Wealth's SUB Position: Q2 2026 in Review

Bravera Wealth reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 30% in Q2 2026, selling an estimated $607K and leaving 13,000 shares worth $1.38M. The position accounts for 0.53% of the portfolio, ranked #38.

Bravera Wealth first reported a position in SUB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.99M in Q1 2026. 333 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Bravera Wealth held 13,000 shares of iShares Short-Term National Muni Bond ETF worth $1.38M as of Q2 2026.
  • Bravera Wealth sold 5,700 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $607K.
  • iShares Short-Term National Muni Bond ETF made up 0.53% of Bravera Wealth's portfolio in Q2 2026, its #38 holding.
  • Bravera Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Bravera Wealth's iShares Short-Term National Muni Bond ETF position peaked at $1.99M in Q1 2026.
  • 333 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.