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Foronjy Financial’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Foronjy Financial’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 		$1.13M Sell
10,654
-7,151
-40% -$761K 0.42% 40
2026
Q1 		$1.9M Sell
17,805
-1,373
-7% -$147K 0.79% 27
2025
Q4 		$2.05M Buy
19,178
+1,831
+11% +$195K 0.85% 24
2025
Q3 		$1.85M Sell
17,347
-453
-3% -$48.4K 0.81% 25
2025
Q2 		$1.89M Buy
+17,800
New +$1.88M 0.89% 25

Other funds holding SUB

HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
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
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
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Foronjy Financial's SUB Position: Q2 2026 in Review

Foronjy Financial reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 40% in Q2 2026, selling an estimated $761K and leaving 10,654 shares worth $1.13M. The position accounts for 0.42% of the portfolio, ranked #40.

Foronjy Financial first reported a position in SUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.05M in Q4 2025. 463 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Foronjy Financial held 10,654 shares of iShares Short-Term National Muni Bond ETF worth $1.13M as of Q2 2026.
  • Foronjy Financial sold 7,151 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $761K.
  • iShares Short-Term National Muni Bond ETF made up 0.42% of Foronjy Financial's portfolio in Q2 2026, its #40 holding.
  • Foronjy Financial first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Foronjy Financial's iShares Short-Term National Muni Bond ETF position peaked at $2.05M in Q4 2025.
  • 463 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Foronjy Financial's 13F filing for Q2 2026, filed 23 Jul 2026.