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Hidden Cove Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Hidden Cove Wealth Management’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 		$271K Hold
2,545
– – 0.15% 102
2026
Q1 		$271K Hold
2,545
– – 0.17% 82
2025
Q4 		$272K Hold
2,545
– – 0.18% 74
2025
Q3 		$272K Buy
+2,545
New +$272K 0.18% 68

Other funds holding SUB

AC
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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
GI
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

Hidden Cove Wealth Management's SUB Position: Q2 2026 in Review

Hidden Cove Wealth Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 2,545 shares worth $271K. The position accounts for 0.15% of the portfolio, ranked #102.

Hidden Cove Wealth Management first reported a position in SUB in Q3 2025 and has held it in 4 quarters since. The position peaked at $272K in Q3 2025. 271 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Hidden Cove Wealth Management held 2,545 shares of iShares Short-Term National Muni Bond ETF worth $271K as of Q2 2026.
  • Hidden Cove Wealth Management left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.15% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Hidden Cove Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Hidden Cove Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $272K in Q3 2025.
  • 271 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.