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 Q2	$495K	Sell	4,645 -158	-3%	-$16.8K	0.28%	46
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 $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Elevate Wealth Advisory's SUB Position: Q2 2026 in Review

Elevate Wealth Advisory reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 3.3% in Q2 2026, selling an estimated $16.8K and leaving 4,645 shares worth $495K. The position accounts for 0.28% of the portfolio, ranked #46.

Elevate Wealth Advisory first reported a position in SUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $512K in Q1 2026. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Elevate Wealth Advisory held 4,645 shares of iShares Short-Term National Muni Bond ETF worth $495K as of Q2 2026.
Elevate Wealth Advisory sold 158 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $16.8K.
iShares Short-Term National Muni Bond ETF made up 0.28% of Elevate Wealth Advisory's portfolio in Q2 2026, its #46 holding.
Elevate Wealth Advisory first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Elevate Wealth Advisory's iShares Short-Term National Muni Bond ETF position peaked at $512K in Q1 2026.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.