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Embree Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Embree Financial Group’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 		$251K Buy
2,357
+15
+0.6% +$1.6K 0.03% 243
2026
Q1 		$249K Buy
2,342
+10
+0.4% +$1.07K 0.03% 221
2025
Q4 		$249K Buy
2,332
+20
+0.9% +$2.13K 0.03% 211
2025
Q3 		$247K Buy
2,312
+9
+0.4% +$961 0.03% 198
2025
Q2 		$245K Buy
+2,303
New +$243K 0.04% 194

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

Embree Financial Group's SUB Position: Q2 2026 in Review

Embree Financial Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.64% in Q2 2026, buying an estimated $1.6K and bringing the position to 2,357 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #243.

Embree Financial Group first reported a position in SUB in Q2 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Embree Financial Group held 2,357 shares of iShares Short-Term National Muni Bond ETF worth $251K as of Q2 2026.
  • Embree Financial Group bought 15 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.6K.
  • iShares Short-Term National Muni Bond ETF made up 0.03% of Embree Financial Group's portfolio in Q2 2026, its #243 holding.
  • Embree Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 185 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.