Empirical Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Empirical Wealth Management’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	$5.6M	Buy	52,643 +44	+0.1%	+$4.68K	0.08%	145
2026 Q1	$5.6M	Sell	52,599 -158	-0.3%	-$16.9K	0.1%	137
2025 Q4	$5.63M	Buy	52,757 +652	+1%	+$69.5K	0.1%	135
2025 Q3	$5.56M	Buy	52,105 +1,013	+2%	+$108K	0.11%	128
2025 Q2	$5.43M	Sell	51,092 -2,888	-5%	-$305K	0.12%	128
2025 Q1	$5.7M	Sell	53,980 -1,415	-3%	-$150K	0.15%	122
2024 Q4	$5.84M	Buy	55,395 +4,293	+8%	+$453K	0.16%	108
2024 Q3	$5.43M	Buy	51,102 +238	+0.5%	+$25.1K	0.15%	114
2024 Q2	$5.32M	Buy	50,864 +1,698	+3%	+$177K	0.16%	108
2024 Q1	$5.15M	Buy	49,166 +1,120	+2%	+$118K	0.16%	109
2023 Q4	$5.07M	Sell	48,046 -3,118	-6%	-$324K	0.17%	102
2023 Q3	$5.26M	Sell	51,164 -925	-2%	-$95.9K	0.21%	92
2023 Q2	$5.42M	Sell	52,089 -100	-0.2%	-$10.4K	0.22%	90
2023 Q1	$5.46M	Sell	52,189 -5,557	-10%	-$580K	0.24%	79
2022 Q4	$6.02M	Sell	57,746 -20,922	-27%	-$2.17M	0.28%	71
2022 Q3	$8.08M	Sell	78,668 -13,202	-14%	-$1.38M	0.42%	47
2022 Q2	$9.62M	Buy	91,870 +88,310	+2,481%	+$9.19M	0.5%	41
2022 Q1	$372K	Buy	3,560 +263	+8%	+$27.8K	0.02%	367
2021 Q4	$354K	Buy	3,297 +464	+16%	+$49.8K	0.02%	395
2021 Q3	$305K	Buy	2,833 +233	+9%	+$25.1K	0.02%	378
2021 Q2	$280K	Sell	2,600 -799	-24%	-$86.1K	0.02%	381
2021 Q1	$366K	Sell	3,399 -1,023	-23%	-$110K	0.03%	293
2020 Q4	$478K	Buy	4,422 +1,482	+50%	+$160K	0.04%	252
2020 Q3	$318K	Buy	2,940 +128	+5%	+$13.8K	0.03%	277
2020 Q2	$303K	Buy	2,812 +240	+9%	+$25.7K	0.03%	278
2020 Q1	$273K	Buy	+2,572	New	+$273K	0.03%	259
2019 Q4	–	Sell	-7,222	Closed	-$769K	–	345
2019 Q3	$769K	Hold	7,222	–	–	0.09%	130
2019 Q2	$770K	Buy	7,222 +1,161	+19%	+$123K	0.1%	116
2019 Q1	$642K	Hold	6,061	–	–	0.09%	121
2018 Q4	$639K	Buy	6,061 +375	+7%	+$39.3K	0.11%	109
2018 Q3	$595K	Buy	+5,686	New	+$597K	0.11%	105
2016 Q4	–	Sell	-16,750	Closed	-$1.77M	–	126
2016 Q3	$1.77M	Hold	16,750	–	–	0.46%	28
2016 Q2	$1.78M	Hold	16,750	–	–	0.47%	28
2016 Q1	$1.78M	Hold	16,750	–	–	0.43%	31
2015 Q4	$1.77M	Buy	+16,750	New	+$1.77M	0.43%	26

Other funds holding SUB

HIG

Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 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

Empirical Wealth Management's SUB Position: Q2 2026 in Review

Empirical Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.08% in Q2 2026, buying an estimated $4.68K and bringing the position to 52,643 shares worth $5.6M. The position accounts for 0.08% of the portfolio, ranked #145.

Empirical Wealth Management first reported a position in SUB in Q4 2015 and has held it in 35 quarters since. The position peaked at $9.62M in Q2 2022. 413 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Empirical Wealth Management held 52,643 shares of iShares Short-Term National Muni Bond ETF worth $5.6M as of Q2 2026.
Empirical Wealth Management bought 44 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $4.68K.
iShares Short-Term National Muni Bond ETF made up 0.08% of Empirical Wealth Management's portfolio in Q2 2026, its #145 holding.
Empirical Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2015 and has held it in 35 quarters since.
Empirical Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $9.62M in Q2 2022.
413 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.