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 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

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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Envision Financial's SUB Position: Q2 2026 in Review

Envision Financial reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 32% in Q2 2026, selling an estimated $290K and leaving 5,916 shares worth $630K. The position accounts for 0.29% of the portfolio, ranked #35.

Envision Financial first reported a position in SUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $971K in Q3 2025. 185 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Envision Financial held 5,916 shares of iShares Short-Term National Muni Bond ETF worth $630K as of Q2 2026.
Envision Financial sold 2,723 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $290K.
iShares Short-Term National Muni Bond ETF made up 0.29% of Envision Financial's portfolio in Q2 2026, its #35 holding.
Envision Financial first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
Envision Financial's iShares Short-Term National Muni Bond ETF position peaked at $971K in Q3 2025.
185 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.