FFA
SUB icon

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

Farther Finance 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 		$3.71M Sell
35,479
-9,586
-21% -$1.02M 0.03% 529
2026
Q2 		$4.8M Buy
45,065
+4,924
+12% +$524K 0.04% 419
2026
Q1 		$4.27M Sell
40,141
-3,017
-7% -$323K 0.04% 389
2025
Q4 		$4.61M Buy
43,158
+20,436
+90% +$2.18M 0.05% 330
2025
Q3 		$2.43M Sell
22,722
-1,823
-7% -$195K 0.04% 384
2025
Q2 		$2.61M Buy
24,545
+4,862
+25% +$514K 0.05% 302
2025
Q1 		$2.08M Sell
19,683
-4,973
-20% -$526K 0.05% 293
2024
Q4 		$2.6M Sell
24,656
-20,514
-45% -$2.17M 0.09% 175
2024
Q3 		$4.8M Buy
45,170
+19,055
+73% +$2.01M 0.18% 101
2024
Q2 		$2.72M Buy
26,115
+8,104
+45% +$847K 0.13% 125
2024
Q1 		$1.88M Buy
18,011
+1,730
+11% +$182K 0.11% 152
2023
Q4 		$1.72M Buy
16,281
+2,320
+17% +$241K 0.12% 149
2023
Q3 		$1.44M Buy
13,961
+2,844
+26% +$295K 0.23% 85
2023
Q2 		$1.16M Buy
11,117
+2,819
+34% +$293K 0.25% 77
2023
Q1 		$869K Sell
8,298
-856
-9% -$89.4K 0.25% 80
2022
Q4 		$955K Buy
+9,154
New +$947K 0.37% 50

Other funds holding SUB

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Farther Finance Advisors's SUB Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 21% in Q3 2026, selling an estimated $1.02M and leaving 35,479 shares worth $3.71M. The position accounts for 0.03% of the portfolio, ranked #529.

Farther Finance Advisors first reported a position in SUB in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.8M in Q2 2026. 54 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Farther Finance Advisors held 35,479 shares of iShares Short-Term National Muni Bond ETF worth $3.71M as of Q3 2026.
  • Farther Finance Advisors sold 9,586 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $1.02M.
  • iShares Short-Term National Muni Bond ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #529 holding.
  • Farther Finance Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares Short-Term National Muni Bond ETF position peaked at $4.8M in Q2 2026.
  • 54 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.