Capital Investment Advisory Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Capital Investment Advisory 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	$1.26M	Buy	11,832 +1,740	+17%	+$185K	0.08%	256
2026 Q1	$1.07M	Hold	10,092	–	–	0.08%	244
2025 Q4	$1.08M	Buy	10,092 +9,396	+1,350%	+$1M	0.08%	248
2025 Q3	$74.3K	Hold	696	–	–	0.01%	716
2025 Q2	$74K	Hold	696	–	–	0.01%	693
2025 Q1	$73.5K	Hold	696	–	–	0.01%	655
2024 Q4	$73.4K	Hold	696	–	–	0.01%	609
2024 Q3	$73.9K	Hold	696	–	–	0.01%	629
2024 Q2	$72.8K	Hold	696	–	–	0.01%	609
2024 Q1	$72.9K	Hold	696	–	–	0.01%	611
2023 Q4	$73.4K	Hold	696	–	–	0.01%	624
2023 Q3	$71.6K	Hold	696	–	–	0.01%	591
2023 Q2	$72.4K	Hold	696	–	–	0.01%	571
2023 Q1	$72.9K	Hold	696	–	–	0.01%	567
2022 Q4	$72.6K	Hold	696	–	–	0.01%	583
2022 Q3	$71K	Hold	696	–	–	0.01%	536
2022 Q2	$73K	Hold	696	–	–	0.01%	564
2022 Q1	$73K	Buy	+696	New	+$73.7K	0.01%	597
2019 Q4	–	Sell	-140	Closed	-$15K	–	1165
2019 Q3	$15K	Hold	140	–	–	﹤0.01%	896
2019 Q2	$15K	Sell	140 -10	-7%	-$1.06K	﹤0.01%	859
2019 Q1	$16K	Sell	150 -192	-56%	-$20.3K	0.01%	746
2018 Q4	$36K	Buy	+342	New	+$35.8K	0.02%	524

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

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

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

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BWM

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

Capital Investment Advisory Services's SUB Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 17% in Q2 2026, buying an estimated $185K and bringing the position to 11,832 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #256.

Capital Investment Advisory Services first reported a position in SUB in Q4 2018 and has held it in 22 quarters since. 307 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Capital Investment Advisory Services held 11,832 shares of iShares Short-Term National Muni Bond ETF worth $1.26M as of Q2 2026.
Capital Investment Advisory Services bought 1,740 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $185K.
iShares Short-Term National Muni Bond ETF made up 0.08% of Capital Investment Advisory Services's portfolio in Q2 2026, its #256 holding.
Capital Investment Advisory Services first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2018 and has held it in 22 quarters since.
307 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.