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

HCR 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	$426K	Hold	4,000	–	–	0.04%	175
2026 Q1	$426K	Hold	4,000	–	–	0.04%	164
2025 Q4	$427K	Hold	4,000	–	–	0.04%	167
2025 Q3	$427K	Hold	4,000	–	–	0.04%	160
2025 Q2	$425K	Hold	4,000	–	–	0.05%	158
2025 Q1	$422K	Hold	4,000	–	–	0.06%	155
2024 Q4	$422K	Hold	4,000	–	–	0.05%	153
2024 Q3	$425K	Hold	4,000	–	–	0.06%	153
2024 Q2	$418K	Sell	4,000 -31	-0.8%	-$3.24K	0.06%	144
2024 Q1	$422K	Hold	4,031	–	–	0.06%	141
2023 Q4	$425K	Buy	4,031 +31	+0.8%	+$3.23K	0.07%	130
2023 Q3	$411K	Sell	4,000 -2,000	-33%	-$207K	0.09%	113
2023 Q2	$624K	Hold	6,000	–	–	0.12%	99
2023 Q1	$628K	Hold	6,000	–	–	0.12%	101
2022 Q4	$626K	Hold	6,000	–	–	0.13%	99
2022 Q3	$616K	Buy	6,000 +3,950	+193%	+$412K	0.13%	98
2022 Q2	$215K	Buy	+2,050	New	+$213K	0.04%	161

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

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 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

BWM

Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

HCR Wealth Advisors held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 4,000 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #175.

HCR Wealth Advisors first reported a position in SUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $628K in Q1 2023. 271 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

HCR Wealth Advisors held 4,000 shares of iShares Short-Term National Muni Bond ETF worth $426K as of Q2 2026.
HCR Wealth Advisors left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.04% of HCR Wealth Advisors's portfolio in Q2 2026, its #175 holding.
HCR Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
HCR Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $628K in Q1 2023.
271 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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