Elevate Wealth Advisory’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Elevate Wealth Advisory’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 Q1	$512K	Buy	4,803 +242	+5%	+$25.9K	0.32%	48
2025 Q4	$487K	Sell	4,561 -188	-4%	-$20K	0.33%	44
2025 Q3	$507K	Buy	4,749 +39	+0.8%	+$4.17K	0.37%	41
2025 Q2	$501K	Sell	4,710 -90	-2%	-$9.51K	0.36%	44
2025 Q1	$507K	Buy	4,800 +606	+14%	+$64.1K	0.36%	46
2024 Q4	$442K	Buy	4,194 +353	+9%	+$37.3K	0.33%	45
2024 Q3	$408K	Sell	3,841 -113	-3%	-$11.9K	0.3%	44
2024 Q2	$413K	Buy	3,954 +2,125	+116%	+$222K	0.34%	42
2024 Q1	$192K	Sell	1,829 -117	-6%	-$12.3K	0.17%	60
2023 Q4	$205K	Buy	+1,946	New	+$202K	0.19%	60

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Elevate Wealth Advisory's SUB Position: Q1 2026 in Review

Elevate Wealth Advisory increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 5.3% in Q1 2026, buying an estimated $25.9K and bringing the position to 4,803 shares worth $512K. The position accounts for 0.32% of the portfolio, ranked #48.

Elevate Wealth Advisory first reported a position in SUB in Q4 2023 and has held it in 10 quarters since. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Elevate Wealth Advisory held 4,803 shares of iShares Short-Term National Muni Bond ETF worth $512K as of Q1 2026.
Elevate Wealth Advisory bought 242 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $25.9K.
iShares Short-Term National Muni Bond ETF made up 0.32% of Elevate Wealth Advisory's portfolio in Q1 2026, its #48 holding.
Elevate Wealth Advisory first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.