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

Capital Advisors Wealth 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
Q3 		$310K Buy
2,961
+18
+0.6% +$1.91K 0.03% 186
2026
Q2 		$313K Buy
+2,943
New +$313K 0.04% 183

Other funds holding SUB

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Capital Advisors Wealth Management's SUB Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.61% in Q3 2026, buying an estimated $1.91K and bringing the position to 2,961 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #186.

Capital Advisors Wealth Management first reported a position in SUB in Q2 2026 and has held it in 2 quarters since. The position peaked at $313K in Q2 2026. 54 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Capital Advisors Wealth Management held 2,961 shares of iShares Short-Term National Muni Bond ETF worth $310K as of Q3 2026.
  • Capital Advisors Wealth Management bought 18 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $1.91K.
  • iShares Short-Term National Muni Bond ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #186 holding.
  • Capital Advisors Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Capital Advisors Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $313K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.