Financial Solutions Advisory Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Financial Solutions Advisory Group’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	$9.6M	Sell	91,343 -3,711	-4%	-$393K	1.22%	16
2026 Q2	$10.1M	Sell	95,054 -4,652	-5%	-$495K	1.28%	15
2026 Q1	$10.6M	Buy	+99,706	New	+$10.7M	1.47%	16

Other funds holding SUB

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Financial Solutions Advisory Group's SUB Position: Q3 2026 in Review

Financial Solutions Advisory Group reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 3.9% in Q3 2026, selling an estimated $393K and leaving 91,343 shares worth $9.6M. The position accounts for 1.22% of the portfolio, ranked #16.

Financial Solutions Advisory Group first reported a position in SUB in Q1 2026 and has held it in 3 quarters since. The position peaked at $10.6M in Q1 2026. 732 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Financial Solutions Advisory Group held 91,343 shares of iShares Short-Term National Muni Bond ETF worth $9.6M as of Q3 2026.
Financial Solutions Advisory Group sold 3,711 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $393K.
iShares Short-Term National Muni Bond ETF made up 1.22% of Financial Solutions Advisory Group's portfolio in Q3 2026, its #16 holding.
Financial Solutions Advisory Group first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
Financial Solutions Advisory Group's iShares Short-Term National Muni Bond ETF position peaked at $10.6M in Q1 2026.
732 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.