Certior Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Certior Financial Group’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	$2.7M	Buy	25,395 +1,406	+6%	+$150K	1.48%	20
2026 Q1	$2.55M	Buy	23,989 +9,447	+65%	+$1.01M	1.63%	13
2025 Q4	$1.55M	Buy	14,542 +1,176	+9%	+$125K	1.05%	29
2025 Q3	$1.43M	Buy	13,366 +659	+5%	+$70.4K	0.95%	28
2025 Q2	$1.35M	Buy	12,707 +569	+5%	+$60.1K	1.01%	27
2025 Q1	$1.28M	Buy	12,138 +3,833	+46%	+$405K	1.04%	28
2024 Q4	$876K	Buy	+8,305	New	+$877K	0.76%	35

Other funds holding SUB

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

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

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 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

Certior Financial Group's SUB Position: Q2 2026 in Review

Certior Financial Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 5.9% in Q2 2026, buying an estimated $150K and bringing the position to 25,395 shares worth $2.7M. The position accounts for 1.48% of the portfolio, ranked #20.

Certior Financial Group first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. 412 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Certior Financial Group held 25,395 shares of iShares Short-Term National Muni Bond ETF worth $2.7M as of Q2 2026.
Certior Financial Group bought 1,406 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $150K.
iShares Short-Term National Muni Bond ETF made up 1.48% of Certior Financial Group's portfolio in Q2 2026, its #20 holding.
Certior Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
412 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.