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

HHM 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 		$74.5K Hold
700
– – 0.01% 330
2026
Q1 		$74.5K Hold
700
– – 0.01% 319
2025
Q4 		$74.7K Hold
700
– – 0.01% 305
2025
Q3 		$74.7K Hold
700
– – 0.01% 314
2025
Q2 		$74.4K Hold
700
– – 0.01% 314
2025
Q1 		$73.9K Hold
700
– – 0.01% 304
2024
Q4 		$73.8K Hold
700
– – 0.01% 304
2024
Q3 		$74.3K Hold
700
– – 0.01% 288
2024
Q2 		$73.2K Hold
700
– – 0.01% 284
2024
Q1 		$73.3K Hold
700
– – 0.01% 251
2023
Q4 		$73.8K Sell
700
-95
-12% -$9.88K 0.01% 237
2023
Q3 		$81.8K Hold
795
– – 0.02% 214
2023
Q2 		$82.7K Buy
795
+95
+14% +$9.89K 0.02% 224
2023
Q1 		$73.3K Sell
700
-23
-3% -$2.4K 0.02% 232
2022
Q4 		$75.4K Buy
723
+700
+3,043% +$72.5K 0.02% 198
2022
Q3 		$2K Hold
23
– – ﹤0.01% 606
2022
Q2 		$2K Hold
23
– – ﹤0.01% 746
2022
Q1 		$2K Hold
23
– – ﹤0.01% 673
2021
Q4 		$2K Hold
23
– – ﹤0.01% 634
2021
Q3 		$2K Buy
+23
New +$2.48K ﹤0.01% 598

Other funds holding SUB

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return