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

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

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

HHM Wealth Advisors held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 700 shares worth $74.5K. The position accounts for 0.01% of the portfolio, ranked #330.

HHM Wealth Advisors first reported a position in SUB in Q3 2021 and has held it in 20 quarters since. The position peaked at $82.7K in Q2 2023. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

HHM Wealth Advisors held 700 shares of iShares Short-Term National Muni Bond ETF worth $74.5K as of Q2 2026.
HHM 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 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #330 holding.
HHM Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2021 and has held it in 20 quarters since.
HHM Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $82.7K in Q2 2023.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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