First Heartland Consultants’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

First Heartland Consultants’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	$1.24M	Sell	11,681 -5,033	-30%	-$536K	0.08%	188
2026 Q1	$1.78M	Buy	16,714 +3,738	+29%	+$400K	0.14%	138
2025 Q4	$1.38M	Sell	12,976 -4,680	-27%	-$499K	0.1%	148
2025 Q3	$1.89M	Buy	17,656 +4,729	+37%	+$505K	0.15%	118
2025 Q2	$1.37M	Buy	+12,927	New	+$1.37M	0.12%	130
2025 Q1	–	Sell	-7,324	Closed	-$773K	–	481
2024 Q4	$773K	Buy	7,324 +1,142	+18%	+$121K	0.08%	179
2024 Q3	$656K	Buy	6,182 +2,380	+63%	+$251K	0.07%	192
2024 Q2	$397	Buy	3,802 +1,508	+66%	+$158K	0.03%	297
2024 Q1	$240K	Buy	+2,294	New	+$241K	0.02%	374
2013 Q3	–	Sell	-71	Closed	-$7K	–	353
2013 Q2	$7K	Buy	+71	New	+$7.53K	﹤0.01%	362

Other funds holding SUB

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

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

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

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

First Heartland Consultants's SUB Position: Q2 2026 in Review

First Heartland Consultants reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 30% in Q2 2026, selling an estimated $536K and leaving 11,681 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #188.

First Heartland Consultants first reported a position in SUB in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.89M in Q3 2025. 333 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

First Heartland Consultants held 11,681 shares of iShares Short-Term National Muni Bond ETF worth $1.24M as of Q2 2026.
First Heartland Consultants sold 5,033 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $536K.
iShares Short-Term National Muni Bond ETF made up 0.08% of First Heartland Consultants's portfolio in Q2 2026, its #188 holding.
First Heartland Consultants first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2013 and has held it in 10 quarters since.
First Heartland Consultants's iShares Short-Term National Muni Bond ETF position peaked at $1.89M in Q3 2025.
333 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.