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FC Advisory’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

FC Advisory’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 		$2.28M Buy
21,854
+245
+1% +$25.9K 0.6% 34
2026
Q2 		$2.3M Buy
21,609
+108
+0.5% +$11.5K 0.61% 34
2026
Q1 		$2.29M Sell
21,501
-2,138
-9% -$229K 0.67% 31
2025
Q4 		$2.52M Buy
23,639
+307
+1% +$32.7K 0.72% 28
2025
Q3 		$2.49M Buy
23,332
+547
+2% +$58.4K 0.73% 28
2025
Q2 		$2.42M Buy
22,785
+5,569
+32% +$588K 0.75% 28
2025
Q1 		$1.82M Buy
17,216
+1,780
+12% +$188K 0.61% 32
2024
Q4 		$1.63M Buy
15,436
+175
+1% +$18.5K 0.55% 32
2024
Q3 		$1.62M Buy
15,261
+2,953
+24% +$312K 0.55% 33
2024
Q2 		$1.29M Buy
12,308
+1,066
+9% +$111K 0.47% 38
2024
Q1 		$1.18M Buy
11,242
+1,122
+11% +$118K 0.43% 39
2023
Q4 		$1.07M Buy
10,120
+185
+2% +$19.2K 0.41% 38
2023
Q3 		$1.02M Sell
9,935
-271
-3% -$28.1K 0.43% 39
2023
Q2 		$1.06M Buy
10,206
+2,450
+32% +$255K 0.43% 37
2023
Q1 		$812K Sell
7,756
-181
-2% -$18.9K 0.36% 40
2022
Q4 		$828K Sell
7,937
-6,248
-44% -$647K 0.39% 40
2022
Q3 		$1.46M Sell
14,185
-8,133
-36% -$849K 0.74% 25
2022
Q2 		$2.34M Buy
+22,318
New +$2.32M 1.12% 20

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FC Advisory's SUB Position: Q3 2026 in Review

FC Advisory increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.1% in Q3 2026, buying an estimated $25.9K and bringing the position to 21,854 shares worth $2.28M. The position accounts for 0.6% of the portfolio, ranked #34.

FC Advisory first reported a position in SUB in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.52M in Q4 2025. 54 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • FC Advisory held 21,854 shares of iShares Short-Term National Muni Bond ETF worth $2.28M as of Q3 2026.
  • FC Advisory bought 245 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $25.9K.
  • iShares Short-Term National Muni Bond ETF made up 0.6% of FC Advisory's portfolio in Q3 2026, its #34 holding.
  • FC Advisory first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • FC Advisory's iShares Short-Term National Muni Bond ETF position peaked at $2.52M in Q4 2025.
  • 54 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.