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

Helium 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 Q3	$459K	Sell	4,389 -372	-8%	-$39.4K	0.4%	57
2026 Q2	$507K	Sell	4,761 -485	-9%	-$51.6K	0.42%	52
2026 Q1	$559K	Buy	5,246 +237	+5%	+$25.4K	0.53%	45
2025 Q4	$534K	Sell	5,009 -37	-0.7%	-$3.94K	0.54%	43
2025 Q3	$539K	Buy	5,046 +62	+1%	+$6.62K	0.45%	44
2025 Q2	$530K	Buy	4,984 +235	+5%	+$24.8K	0.34%	51
2025 Q1	$502K	Buy	4,749 +62	+1%	+$6.55K	0.37%	51
2024 Q4	$494K	Buy	+4,687	New	+$495K	0.39%	48

Other funds holding SUB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Heritage Investment Group Pompano Beach, Florida $732M AUM 12.6% 1-Year Est. Return

Helium Advisors's SUB Position: Q3 2026 in Review

Helium Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 7.8% in Q3 2026, selling an estimated $39.4K and leaving 4,389 shares worth $459K. The position accounts for 0.4% of the portfolio, ranked #57.

Helium Advisors first reported a position in SUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $559K in Q1 2026. 511 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Helium Advisors held 4,389 shares of iShares Short-Term National Muni Bond ETF worth $459K as of Q3 2026.
Helium Advisors sold 372 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $39.4K.
iShares Short-Term National Muni Bond ETF made up 0.4% of Helium Advisors's portfolio in Q3 2026, its #57 holding.
Helium Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
Helium Advisors's iShares Short-Term National Muni Bond ETF position peaked at $559K in Q1 2026.
511 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.