FA
SUB icon

FAI Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

FAI Advisors’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 		– Sell
-2,681
Closed -$285K – 191
2026
Q2 		$285K Sell
2,681
-361
-12% -$38.4K 0.11% 136
2026
Q1 		$324K Buy
+3,042
New +$326K 0.14% 115

Other funds holding SUB

Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

FAI Advisors's SUB Position: Q3 2026 in Review

FAI Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026, closing a stake of 2,681 shares — an estimated $285K sold.

FAI Advisors first reported a position in SUB in Q1 2026 and held it in 2 quarters. The position peaked at $324K in Q1 2026. 416 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • FAI Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • FAI Advisors sold 2,681 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $285K.
  • FAI Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2026 and held it in 2 quarters.
  • FAI Advisors's iShares Short-Term National Muni Bond ETF position peaked at $324K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.