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

First Affirmative Financial Network’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	$717K	Buy	+6,856	New	+$726K	0.16%	125
2026 Q1	$850K	Buy	+7,982	New	+$854K	0.33%	62
2025 Q3	$846K	Buy	7,925 +41	+0.5%	+$4.38K	0.4%	45
2025 Q2	$838K	Sell	7,884 -415	-5%	-$43.8K	0.43%	46
2025 Q1	$876K	Buy	8,299 +375	+5%	+$39.6K	0.54%	35
2024 Q4	$836K	Sell	7,924 -312	-4%	-$33K	0.48%	47
2024 Q3	$875K	Buy	8,236 +323	+4%	+$34.1K	0.48%	49
2024 Q2	$827K	Buy	7,913 +241	+3%	+$25.2K	0.57%	30
2024 Q1	$804K	Sell	7,672 -114	-1%	-$12K	0.59%	31
2023 Q4	$821K	Buy	7,786 +13	+0.2%	+$1.35K	0.66%	27
2023 Q3	$800K	Sell	7,773 -262	-3%	-$27.2K	0.78%	17
2023 Q2	$836K	Sell	8,035 -386	-5%	-$40.2K	0.83%	14
2023 Q1	$882K	Sell	8,421 -655	-7%	-$68.4K	1.02%	10
2022 Q4	$946K	Sell	9,076 -413	-4%	-$42.7K	1.15%	10
2022 Q3	$974K	Sell	9,489 -2,318	-20%	-$242K	1.24%	10
2022 Q2	$1.24M	Sell	11,807 -370	-3%	-$38.5K	1.4%	9
2022 Q1	$1.27M	Buy	12,177 +726	+6%	+$76.8K	1.22%	10
2021 Q4	$1.23M	Sell	11,451 -234	-2%	-$25.1K	1.12%	11
2021 Q3	$1.26M	Buy	+11,685	New	+$1.26M	1.29%	9

Other funds holding SUB

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

First Affirmative Financial Network's SUB Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026: 6,856 shares worth $717K. The stake represents 0.16% of the portfolio and ranks #125 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in SUB as recently as Q1 2026.

First Affirmative Financial Network first reported a position in SUB in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.27M in Q1 2022. 337 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

First Affirmative Financial Network held 6,856 shares of iShares Short-Term National Muni Bond ETF worth $717K as of Q3 2026.
iShares Short-Term National Muni Bond ETF was a new First Affirmative Financial Network position in Q3 2026.
iShares Short-Term National Muni Bond ETF made up 0.16% of First Affirmative Financial Network's portfolio in Q3 2026, its #125 holding.
First Affirmative Financial Network first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2021 and has held it in 19 quarters since.
First Affirmative Financial Network's iShares Short-Term National Muni Bond ETF position peaked at $1.27M in Q1 2022.
337 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.