Clune & Associates’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Clune & Associates’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	$2.14M	Sell	20,124 -11,327	-36%	-$1.21M	0.32%	54
2026 Q1	$3.35M	Sell	31,451 -9,873	-24%	-$1.06M	0.63%	41
2025 Q4	$4.41M	Buy	41,324 +6,379	+18%	+$680K	0.95%	34
2025 Q3	$3.73M	Buy	34,945 +1,318	+4%	+$141K	0.93%	35
2025 Q2	$3.58M	Buy	33,627 +996	+3%	+$105K	0.98%	30
2025 Q1	$3.45M	Buy	32,631 +4,970	+18%	+$525K	1.06%	31
2024 Q4	$2.92M	Buy	+27,661	New	+$2.92M	0.97%	34

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Clune & Associates's SUB Position: Q2 2026 in Review

Clune & Associates reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 36% in Q2 2026, selling an estimated $1.21M and leaving 20,124 shares worth $2.14M. The position accounts for 0.32% of the portfolio, ranked #54.

Clune & Associates first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.41M in Q4 2025. 238 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Clune & Associates held 20,124 shares of iShares Short-Term National Muni Bond ETF worth $2.14M as of Q2 2026.
Clune & Associates sold 11,327 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.21M.
iShares Short-Term National Muni Bond ETF made up 0.32% of Clune & Associates's portfolio in Q2 2026, its #54 holding.
Clune & Associates first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's iShares Short-Term National Muni Bond ETF position peaked at $4.41M in Q4 2025.
238 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.