Financial Network Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Financial Network Wealth 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 Q2	$23.3K	Buy	219 +1	+0.5%	+$106	0.02%	393
2026 Q1	$23.2K	Sell	218 -25	-10%	-$2.68K	0.02%	375
2025 Q4	$25.9K	Buy	243 +2	+0.8%	+$213	0.03%	359
2025 Q3	$25.7K	Buy	241 +2	+0.8%	+$214	0.03%	347
2025 Q2	$25.4K	Buy	239 +1	+0.4%	+$106	0.03%	335
2025 Q1	$25.1K	Buy	+238	New	+$25.2K	0.03%	319

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Network Wealth Advisors's SUB Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.46% in Q2 2026, buying an estimated $106 and bringing the position to 219 shares worth $23.3K. The position accounts for 0.02% of the portfolio, ranked #393.

Financial Network Wealth Advisors first reported a position in SUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $25.9K in Q4 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Financial Network Wealth Advisors held 219 shares of iShares Short-Term National Muni Bond ETF worth $23.3K as of Q2 2026.
Financial Network Wealth Advisors bought 1 iShares Short-Term National Muni Bond ETF share in Q2 2026, an estimated $106.
iShares Short-Term National Muni Bond ETF made up 0.02% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #393 holding.
Financial Network Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
Financial Network Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $25.9K in Q4 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.