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Dynamic Advisor Solutions’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Dynamic Advisor Solutions’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 		$3.95M Buy
37,064
+2,948
+9% +$314K 0.11% 195
2026
Q1 		$3.63M Buy
34,116
+1,799
+6% +$193K 0.11% 196
2025
Q4 		$3.45M Sell
32,317
-1,828
-5% -$195K 0.11% 197
2025
Q3 		$3.65M Buy
34,145
+792
+2% +$84.6K 0.11% 211
2025
Q2 		$3.55M Sell
33,353
-2,864
-8% -$303K 0.11% 211
2025
Q1 		$3.82M Sell
36,217
-2,210
-6% -$234K 0.13% 188
2024
Q4 		$4.05M Sell
38,427
-26,637
-41% -$2.81M 0.18% 136
2024
Q3 		$6.91M Sell
65,064
-2,913
-4% -$307K 0.21% 116
2024
Q2 		$7.11M Buy
67,977
+5,794
+9% +$605K 0.22% 104
2024
Q1 		$6.51M Buy
62,183
+906
+1% +$95.1K 0.22% 117
2023
Q4 		$6.45M Buy
61,277
+7,782
+15% +$809K 0.24% 110
2023
Q3 		$5.5M Buy
53,495
+11,390
+27% +$1.18M 0.26% 106
2023
Q2 		$4.38M Buy
42,105
+874
+2% +$91K 0.23% 130
2023
Q1 		$4.32M Buy
41,231
+15,507
+60% +$1.62M 0.25% 112
2022
Q4 		$2.68M Buy
25,724
+8,801
+52% +$911K 0.18% 139
2022
Q3 		$1.74M Buy
16,923
+8,860
+110% +$925K 0.13% 172
2022
Q2 		$844K Buy
8,063
+4,767
+145% +$496K 0.06% 279
2022
Q1 		$345K Sell
3,296
-76
-2% -$8.04K 0.02% 528
2021
Q4 		$362K Sell
3,372
-2,943
-47% -$316K 0.03% 513
2021
Q3 		$679K Sell
6,315
-416
-6% -$44.9K 0.05% 376
2021
Q2 		$726K Buy
6,731
+2,518
+60% +$271K 0.06% 341
2021
Q1 		$454K Buy
4,213
+166
+4% +$17.9K 0.04% 406
2020
Q4 		$437K Buy
4,047
+1,156
+40% +$125K 0.04% 394
2020
Q3 		$313K Buy
+2,891
New +$313K 0.04% 422

Other funds holding SUB

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
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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Dynamic Advisor Solutions's SUB Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 8.6% in Q2 2026, buying an estimated $314K and bringing the position to 37,064 shares worth $3.95M. The position accounts for 0.11% of the portfolio, ranked #195.

Dynamic Advisor Solutions first reported a position in SUB in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.11M in Q2 2024. 185 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Dynamic Advisor Solutions held 37,064 shares of iShares Short-Term National Muni Bond ETF worth $3.95M as of Q2 2026.
  • Dynamic Advisor Solutions bought 2,948 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $314K.
  • iShares Short-Term National Muni Bond ETF made up 0.11% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #195 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Dynamic Advisor Solutions's iShares Short-Term National Muni Bond ETF position peaked at $7.11M in Q2 2024.
  • 185 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.