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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
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

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Financial Solutions Advisory Group's SUB Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 4.7% in Q2 2026, selling an estimated $495K and leaving 95,054 shares worth $10.1M. The position accounts for 1.28% of the portfolio, ranked #15.

Financial Solutions Advisory Group first reported a position in SUB in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.6M in Q1 2026. 292 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Financial Solutions Advisory Group held 95,054 shares of iShares Short-Term National Muni Bond ETF worth $10.1M as of Q2 2026.
  • Financial Solutions Advisory Group sold 4,652 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $495K.
  • iShares Short-Term National Muni Bond ETF made up 1.28% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #15 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 2 quarters since.
  • Financial Solutions Advisory Group's iShares Short-Term National Muni Bond ETF position peaked at $10.6M in Q1 2026.
  • 292 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.