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

Cannon Wealth Management Services’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	$624K	Buy	5,865 +922	+19%	+$98.1K	0.34%	45
2026 Q1	$526K	Buy	4,943 +275	+6%	+$29.4K	0.36%	46
2025 Q4	$498K	Buy	4,668 +174	+4%	+$18.5K	0.35%	45
2025 Q3	$480K	Buy	4,494 +378	+9%	+$40.4K	0.36%	46
2025 Q2	$438K	Buy	4,116 +21	+0.5%	+$2.22K	0.36%	45
2025 Q1	$432K	Buy	4,095 +432	+12%	+$45.7K	0.39%	46
2024 Q4	$387K	Buy	3,663 +155	+4%	+$16.4K	0.33%	49
2024 Q3	$373K	Buy	+3,508	New	+$370K	0.34%	52

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cannon Wealth Management Services's SUB Position: Q2 2026 in Review

Cannon Wealth Management Services increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 19% in Q2 2026, buying an estimated $98.1K and bringing the position to 5,865 shares worth $624K. The position accounts for 0.34% of the portfolio, ranked #45.

Cannon Wealth Management Services first reported a position in SUB in Q3 2024 and has held it in 8 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Cannon Wealth Management Services held 5,865 shares of iShares Short-Term National Muni Bond ETF worth $624K as of Q2 2026.
Cannon Wealth Management Services bought 922 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $98.1K.
iShares Short-Term National Muni Bond ETF made up 0.34% of Cannon Wealth Management Services's portfolio in Q2 2026, its #45 holding.
Cannon Wealth Management Services first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.