Guardian Asset Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Guardian Asset 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	$246K	Sell	2,309 -1,372	-37%	-$146K	0.11%	114
2026 Q1	$392K	Buy	3,681 +1,394	+61%	+$149K	0.23%	67
2025 Q4	$244K	Buy	2,287 +16	+0.7%	+$1.71K	0.13%	96
2025 Q3	$243K	Sell	2,271 -1,429	-39%	-$153K	0.13%	99
2025 Q2	$393K	Buy	3,700 +19	+0.5%	+$2.01K	0.23%	73
2025 Q1	$389K	Buy	3,681 +11	+0.3%	+$1.16K	0.25%	71
2024 Q4	$387K	Sell	3,670 -106	-3%	-$11.2K	0.25%	72
2024 Q3	$401K	Sell	3,776 -248	-6%	-$26.2K	0.27%	69
2024 Q2	$421K	Sell	4,024 -4	-0.1%	-$418	0.31%	60
2024 Q1	$422K	Sell	4,028 -527	-12%	-$55.3K	0.35%	60
2023 Q4	$480K	Buy	+4,555	New	+$474K	0.45%	44

Other funds holding SUB

HIG

Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Guardian Asset Advisors's SUB Position: Q2 2026 in Review

Guardian Asset Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 37% in Q2 2026, selling an estimated $146K and leaving 2,309 shares worth $246K. The position accounts for 0.11% of the portfolio, ranked #114.

Guardian Asset Advisors first reported a position in SUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $480K in Q4 2023. 436 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Guardian Asset Advisors held 2,309 shares of iShares Short-Term National Muni Bond ETF worth $246K as of Q2 2026.
Guardian Asset Advisors sold 1,372 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $146K.
iShares Short-Term National Muni Bond ETF made up 0.11% of Guardian Asset Advisors's portfolio in Q2 2026, its #114 holding.
Guardian Asset Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Guardian Asset Advisors's iShares Short-Term National Muni Bond ETF position peaked at $480K in Q4 2023.
436 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.