Cannon Financial Strategists’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Cannon Financial Strategists’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	$330K	Sell	3,097 -641	-17%	-$68.2K	0.04%	99
2026 Q1	$398K	Hold	3,738	–	–	0.05%	74
2025 Q4	$399K	Hold	3,738	–	–	0.06%	70
2025 Q3	$399K	Hold	3,738	–	–	0.06%	69
2025 Q2	$397K	Buy	+3,738	New	+$395K	0.06%	65
2022 Q1	–	Sell	-6,966	Closed	-$748K	–	67
2021 Q4	$748K	Hold	6,966	–	–	0.27%	32
2021 Q3	$749K	Hold	6,966	–	–	0.29%	32
2021 Q2	$751K	Hold	6,966	–	–	0.3%	28
2021 Q1	$751K	Buy	+6,966	New	+$752K	0.32%	29

Other funds holding SUB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cannon Financial Strategists's SUB Position: Q2 2026 in Review

Cannon Financial Strategists reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 17% in Q2 2026, selling an estimated $68.2K and leaving 3,097 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #99.

Cannon Financial Strategists first reported a position in SUB in Q1 2021 and has held it in 9 quarters since. The position peaked at $751K in Q2 2021. 630 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Cannon Financial Strategists held 3,097 shares of iShares Short-Term National Muni Bond ETF worth $330K as of Q2 2026.
Cannon Financial Strategists sold 641 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $68.2K.
iShares Short-Term National Muni Bond ETF made up 0.04% of Cannon Financial Strategists's portfolio in Q2 2026, its #99 holding.
Cannon Financial Strategists first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2021 and has held it in 9 quarters since.
Cannon Financial Strategists's iShares Short-Term National Muni Bond ETF position peaked at $751K in Q2 2021.
630 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.