Holos Integrated Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Holos Integrated Wealth’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	$12.4K	Hold	118	–	–	0.01%	252
2026 Q2	$12.5K	Hold	118	–	–	0.01%	249
2026 Q1	$12.6K	Hold	118	–	–	0.01%	243
2025 Q4	$12.6K	Hold	118	–	–	0.01%	190
2025 Q3	$12.6K	Hold	118	–	–	0.01%	181
2025 Q2	$12.6K	Hold	118	–	–	0.01%	180
2025 Q1	$12.5K	Hold	118	–	–	0.01%	182
2024 Q4	$12.4K	Buy	+118	New	+$12.5K	0.01%	182

Other funds holding SUB

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

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

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Holos Integrated Wealth's SUB Position: Q3 2026 in Review

Holos Integrated Wealth held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q3 2026 at 118 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #252.

Holos Integrated Wealth first reported a position in SUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.6K in Q2 2025. 311 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Holos Integrated Wealth held 118 shares of iShares Short-Term National Muni Bond ETF worth $12.4K as of Q3 2026.
Holos Integrated Wealth left its iShares Short-Term National Muni Bond ETF share count unchanged in Q3 2026.
iShares Short-Term National Muni Bond ETF made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #252 holding.
Holos Integrated Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's iShares Short-Term National Muni Bond ETF position peaked at $12.6K in Q2 2025.
311 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.