Clarity Asset Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Clarity Asset 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 Q2	–	Sell	-30	Closed	-$3.23K	–	242
2026 Q1	$3.23K	Hold	30	–	–	﹤0.01%	259
2025 Q4	$3.22K	Hold	30	–	–	﹤0.01%	221
2025 Q3	$3.2K	Sell	30 -9	-23%	-$961	﹤0.01%	217
2025 Q2	$4.18K	Hold	39	–	–	﹤0.01%	216
2025 Q1	$4.13K	Hold	39	–	–	﹤0.01%	184
2024 Q4	$4.11K	Sell	39 -52	-57%	-$5.49K	﹤0.01%	183
2024 Q3	$9.62K	Sell	91 -43,544	-100%	-$4.59M	0.01%	155
2024 Q2	$4.56M	Buy	43,635 +555	+1%	+$58K	3.24%	11
2024 Q1	$4.51M	Buy	43,080 +2,211	+5%	+$232K	3.12%	12
2023 Q4	$4.31M	Buy	+40,869	New	+$4.25M	3.41%	10

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

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

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

Clarity Asset Management's SUB Position: Q2 2026 in Review

Clarity Asset Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026, closing a stake of 30 shares — an estimated $3.23K sold.

Clarity Asset Management first reported a position in SUB in Q4 2023 and held it in 10 quarters. The position peaked at $4.56M in Q2 2024. 335 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Clarity Asset Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Clarity Asset Management sold 30 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $3.23K.
Clarity Asset Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and held it in 10 quarters.
Clarity Asset Management's iShares Short-Term National Muni Bond ETF position peaked at $4.56M in Q2 2024.
335 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.