Hobart Private Capital’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Hobart Private Capital’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	$1.22M	Sell	11,454 -4,982	-30%	-$530K	0.21%	69
2026 Q1	$1.75M	Sell	16,436 -1,044	-6%	-$112K	0.34%	52
2025 Q4	$1.87M	Sell	17,480 -143	-0.8%	-$15.2K	0.36%	52
2025 Q3	$1.88M	Buy	17,623 +4,369	+33%	+$467K	0.39%	49
2025 Q2	$1.41M	Buy	13,254 +7,176	+118%	+$758K	0.32%	51
2025 Q1	$642K	Buy	6,078 +2,628	+76%	+$278K	0.16%	61
2024 Q4	$364K	Buy	+3,450	New	+$364K	0.09%	68

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Wealth Enhancement Advisory Services

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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

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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return