FSM Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

FSM Wealth Advisors’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	$1.11M	Sell	10,418 -312	-3%	-$33.2K	0.12%	104
2026 Q1	$1.14M	Sell	10,730 -2,446	-19%	-$262K	0.15%	84
2025 Q4	$1.41M	Sell	13,176 -184	-1%	-$19.6K	0.19%	67
2025 Q3	$1.43M	Buy	13,360 +119	+0.9%	+$12.7K	0.2%	68
2025 Q2	$1.41M	Buy	+13,241	New	+$1.4M	0.23%	65

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

FSM Wealth Advisors's SUB Position: Q2 2026 in Review

FSM Wealth Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.9% in Q2 2026, selling an estimated $33.2K and leaving 10,418 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #104.

FSM Wealth Advisors first reported a position in SUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.43M in Q3 2025. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

FSM Wealth Advisors held 10,418 shares of iShares Short-Term National Muni Bond ETF worth $1.11M as of Q2 2026.
FSM Wealth Advisors sold 312 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $33.2K.
iShares Short-Term National Muni Bond ETF made up 0.12% of FSM Wealth Advisors's portfolio in Q2 2026, its #104 holding.
FSM Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
FSM Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.43M in Q3 2025.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.