Guardian Wealth Advisors (North Carolina)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-28	Closed	-$2.98K	–	573
2026 Q1	$2.98K	Buy	+28	New	+$3K	﹤0.01%	584
2025 Q3	–	Sell	-122	Closed	-$13K	–	527
2025 Q2	$13K	Hold	122	–	–	﹤0.01%	469
2025 Q1	$12.9K	Sell	122 -130	-52%	-$13.7K	﹤0.01%	449
2024 Q4	$26.6K	Buy	+252	New	+$26.6K	﹤0.01%	400

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

Guardian Wealth Advisors (North Carolina)'s SUB Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026, closing a stake of 28 shares — an estimated $2.98K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SUB in Q4 2024 and held it in 4 quarters. The position peaked at $26.6K in Q4 2024. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 28 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $2.98K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares Short-Term National Muni Bond ETF position peaked at $26.6K in Q4 2024.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.