Brookstone Capital Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Brookstone Capital 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	$15.4M	Buy	144,483 +19,641	+16%	+$2.09M	0.15%	159
2026 Q1	$13.3M	Buy	124,842 +13,781	+12%	+$1.48M	0.15%	167
2025 Q4	$11.9M	Buy	111,061 +10,165	+10%	+$1.08M	0.14%	184
2025 Q3	$10.8M	Buy	100,896 +22,926	+29%	+$2.45M	0.13%	198
2025 Q2	$8.29M	Buy	77,970 +4,859	+7%	+$513K	0.11%	209
2025 Q1	$7.72M	Buy	73,111 +10,839	+17%	+$1.15M	0.11%	210
2024 Q4	$6.57M	Sell	62,272 -376	-0.6%	-$39.7K	0.1%	223
2024 Q3	$6.65M	Buy	62,648 +3,856	+7%	+$407K	0.1%	212
2024 Q2	$6.18M	Sell	58,792 -1,851	-3%	-$193K	0.1%	202
2024 Q1	$6.35M	Buy	60,643 +5,001	+9%	+$525K	0.11%	192
2023 Q4	$5.87M	Buy	55,642 +2,812	+5%	+$293K	0.11%	183
2023 Q3	$5.43M	Buy	52,830 +3,966	+8%	+$411K	0.12%	173
2023 Q2	$5.08M	Buy	48,864 +5,083	+12%	+$529K	0.1%	191
2023 Q1	$4.58M	Buy	43,781 +8,371	+24%	+$874K	0.09%	194
2022 Q4	$3.7M	Buy	35,410 +7,561	+27%	+$783K	0.08%	208
2022 Q3	$2.87M	Buy	27,849 +3,104	+13%	+$324K	0.07%	228
2022 Q2	$2.59M	Buy	24,745 +14,575	+143%	+$1.52M	0.06%	253
2022 Q1	$1.05M	Buy	+10,170	New	+$1.08M	0.02%	406
2021 Q2	–	Sell	-1,859	Closed	-$200K	–	752
2021 Q1	$200K	Hold	1,859	–	–	0.01%	478
2020 Q4	$201K	Hold	1,859	–	–	0.01%	445
2020 Q3	$201K	Sell	1,859 -160	-8%	-$17.3K	0.01%	414
2020 Q2	$218K	Sell	2,019 -8	-0.4%	-$857	0.01%	328
2020 Q1	$215K	Sell	2,027 -1,788	-47%	-$190K	0.01%	288
2019 Q4	$407K	Buy	3,815 +956	+33%	+$102K	0.02%	302
2019 Q3	$305K	Buy	+2,859	New	+$305K	0.02%	338

Other funds holding SUB

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

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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

BWM

Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Brookstone Capital Management's SUB Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 16% in Q2 2026, buying an estimated $2.09M and bringing the position to 144,483 shares worth $15.4M. The position accounts for 0.15% of the portfolio, ranked #159.

Brookstone Capital Management first reported a position in SUB in Q3 2019 and has held it in 25 quarters since. 201 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Brookstone Capital Management held 144,483 shares of iShares Short-Term National Muni Bond ETF worth $15.4M as of Q2 2026.
Brookstone Capital Management bought 19,641 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $2.09M.
iShares Short-Term National Muni Bond ETF made up 0.15% of Brookstone Capital Management's portfolio in Q2 2026, its #159 holding.
Brookstone Capital Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2019 and has held it in 25 quarters since.
201 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.