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

Envision Financial’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 Q3	$261K	Sell	2,498 -3,418	-58%	-$362K	0.12%	43
2026 Q2	$630K	Sell	5,916 -2,723	-32%	-$290K	0.29%	35
2026 Q1	$920K	Sell	8,639 -333	-4%	-$35.6K	0.5%	29
2025 Q4	$957K	Sell	8,972 -119	-1%	-$12.7K	0.51%	29
2025 Q3	$971K	Buy	9,091 +4,916	+118%	+$525K	0.56%	28
2025 Q2	$444K	Buy	4,175 +1,275	+44%	+$135K	0.3%	40
2025 Q1	$306K	Buy	+2,900	New	+$307K	0.23%	39

Other funds holding SUB

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Envision Financial's SUB Position: Q3 2026 in Review

Envision Financial reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 58% in Q3 2026, selling an estimated $362K and leaving 2,498 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #43.

Envision Financial first reported a position in SUB in Q1 2025 and has held it in 7 quarters since. The position peaked at $971K in Q3 2025. 372 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Envision Financial held 2,498 shares of iShares Short-Term National Muni Bond ETF worth $261K as of Q3 2026.
Envision Financial sold 3,418 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $362K.
iShares Short-Term National Muni Bond ETF made up 0.12% of Envision Financial's portfolio in Q3 2026, its #43 holding.
Envision Financial first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and has held it in 7 quarters since.
Envision Financial's iShares Short-Term National Muni Bond ETF position peaked at $971K in Q3 2025.
372 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.