CCWA
SUB icon

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$5.16M Sell
48,467
-4,486
-8% -$477K 0.07% 101
2026
Q1 		$5.64M Sell
52,953
-21,862
-29% -$2.34M 0.08% 89
2025
Q4 		$7.98M Sell
74,815
-3,929
-5% -$419K 0.12% 71
2025
Q3 		$8.41M Sell
78,744
-8,855
-10% -$946K 0.13% 68
2025
Q2 		$9.32M Buy
87,599
+19,967
+30% +$2.11M 0.16% 64
2025
Q1 		$7.14M Buy
+67,632
New +$7.15M 0.13% 70
2024
Q3 		– Sell
-11,204
Closed -$1.17M – 194
2024
Q2 		$1.17M Buy
11,204
+399
+4% +$41.7K 0.03% 132
2024
Q1 		$1.13M Sell
10,805
-500
-4% -$52.5K 0.03% 125
2023
Q4 		$1.19M Sell
11,305
-94
-0.8% -$9.78K 0.03% 125
2023
Q3 		$1.17M Sell
11,399
-1,208
-10% -$125K 0.03% 118
2023
Q2 		$1.31M Sell
12,607
-654
-5% -$68.1K 0.04% 117
2023
Q1 		$1.39M Sell
13,261
-3,654
-22% -$381K 0.04% 119
2022
Q4 		$1.76M Buy
+16,915
New +$1.75M 0.07% 111
2022
Q3 		– Sell
-28,868
Closed -$3.02M – 161
2022
Q2 		$3.02M Sell
28,868
-340
-1% -$35.4K 0.13% 72
2022
Q1 		$3.06M Buy
29,208
+10,635
+57% +$1.13M 0.11% 78
2021
Q4 		$1.99M Sell
18,573
-108
-0.6% -$11.6K 0.07% 99
2021
Q3 		$2.01M Sell
18,681
-27,614
-60% -$2.98M 0.08% 99
2021
Q2 		$4.99M Buy
46,295
+4,839
+12% +$522K 0.2% 56
2021
Q1 		$4.47M Sell
41,456
-30,298
-42% -$3.27M 0.21% 56
2020
Q4 		$7.76M Sell
71,754
-22,813
-24% -$2.46M 0.38% 47
2020
Q3 		$10.2M Sell
94,567
-123,821
-57% -$13.4M 0.58% 39
2020
Q2 		$23.6M Buy
+218,388
New +$23.4M 1.44% 23
2019
Q4 		$38.7M Buy
362,223
+82,822
+30% +$8.83M 3.07% 8
2019
Q3 		$29.8M Buy
279,401
+51,153
+22% +$5.46M 2.6% 10
2019
Q2 		$24.3M Sell
228,248
-17,050
-7% -$1.81M 2.44% 12
2019
Q1 		$26M Buy
245,298
+3,424
+1% +$362K 2.84% 12
2018
Q4 		$25.5M Sell
241,874
-18,256
-7% -$1.91M 2.54% 12
2018
Q3 		$27.2M Buy
260,130
+26,745
+11% +$2.81M 2.54% 12
2018
Q2 		$24.5M Buy
233,385
+15,742
+7% +$1.65M 2.4% 14
2018
Q1 		$22.8M Buy
217,643
+26,916
+14% +$2.82M 2.28% 13
2017
Q4 		$20M Sell
190,727
-38,086
-17% -$4.02M 2.06% 15
2017
Q3 		$24.2M Sell
228,813
-4,250
-2% -$451K 2.57% 13
2017
Q2 		$24.7M Sell
233,063
-32,415
-12% -$3.43M 2.75% 12
2017
Q1 		$28M Buy
265,478
+2,923
+1% +$308K 3.14% 12
2016
Q4 		$27.6M Buy
262,555
+125,774
+92% +$13.3M 3.16% 11
2016
Q3 		$14.5M Buy
+136,781
New +$14.5M 1.77% 18

Other funds holding SUB

HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AC
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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

CLA (CliftonLarsonAllen) Wealth Advisors's SUB Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 8.5% in Q2 2026, selling an estimated $477K and leaving 48,467 shares worth $5.16M. The position accounts for 0.07% of the portfolio, ranked #101.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SUB in Q3 2016 and has held it in 36 quarters since. The position peaked at $38.7M in Q4 2019. 413 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 48,467 shares of iShares Short-Term National Muni Bond ETF worth $5.16M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 4,486 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $477K.
  • iShares Short-Term National Muni Bond ETF made up 0.07% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2016 and has held it in 36 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $38.7M in Q4 2019.
  • 413 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.