Integrated Advisors Network’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Integrated Advisors Network’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	$6.5M	Buy	62,144 +507	+0.8%	+$53.7K	0.3%	83
2026 Q2	$6.56M	Buy	61,637 +9,375	+18%	+$998K	0.3%	80
2026 Q1	$5.57M	Sell	52,262 -35,681	-41%	-$3.82M	0.29%	87
2025 Q4	$9.38M	Sell	87,943 -2,923	-3%	-$311K	0.42%	51
2025 Q3	$9.7M	Sell	90,866 -3,352	-4%	-$358K	0.41%	54
2025 Q2	$10M	Buy	94,218 +29,544	+46%	+$3.12M	0.45%	45
2025 Q1	$6.83M	Sell	64,674 -18,326	-22%	-$1.94M	0.34%	70
2024 Q4	$8.75M	Sell	83,000 -4,844	-6%	-$512K	0.42%	48
2024 Q3	$9.33M	Sell	87,844 -9,899	-10%	-$1.04M	0.44%	49
2024 Q2	$10.2M	Sell	97,743 -2,497	-2%	-$261K	0.52%	35
2024 Q1	$10.5M	Buy	100,240 +3,532	+4%	+$371K	0.53%	37
2023 Q4	$10.2M	Sell	96,708 -11,393	-11%	-$1.19M	0.58%	33
2023 Q3	$11.1M	Buy	108,101 +1,061	+1%	+$110K	0.68%	24
2023 Q2	$11.1M	Sell	107,040 -8,164	-7%	-$850K	0.64%	28
2023 Q1	$12.1M	Buy	115,204 +5,755	+5%	+$601K	0.72%	22
2022 Q4	$11.4M	Sell	109,449 -16,067	-13%	-$1.66M	0.74%	25
2022 Q3	$12.9M	Sell	125,516 -31,105	-20%	-$3.25M	0.88%	17
2022 Q2	$16.4M	Sell	156,621 -4,450	-3%	-$463K	1.07%	14
2022 Q1	$16.8M	Buy	161,071 +4,106	+3%	+$435K	0.99%	15
2021 Q4	$16.9M	Buy	156,965 +36,181	+30%	+$3.89M	0.99%	19
2021 Q3	$13M	Buy	120,784 +23,054	+24%	+$2.49M	0.86%	21
2021 Q2	$10.5M	Sell	97,730 -30,771	-24%	-$3.32M	0.78%	26
2021 Q1	$13.9M	Buy	128,501 +33,087	+35%	+$3.57M	1.27%	11
2020 Q4	$10.3M	Sell	95,414 -664	-0.7%	-$71.7K	1.13%	15
2020 Q3	$10.4M	Buy	96,078 +770	+0.8%	+$83.2K	1.31%	13
2020 Q2	$10.3M	Buy	95,308 +20,811	+28%	+$2.23M	1.2%	16
2020 Q1	$7.92M	Buy	74,497 +31,264	+72%	+$3.32M	1.55%	11
2019 Q4	$4.62M	Buy	+43,233	New	+$4.61M	0.62%	35

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

Integrated Advisors Network's SUB Position: Q3 2026 in Review

Integrated Advisors Network increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.82% in Q3 2026, buying an estimated $53.7K and bringing the position to 62,144 shares worth $6.5M. The position accounts for 0.3% of the portfolio, ranked #83.

Integrated Advisors Network first reported a position in SUB in Q4 2019 and has held it in 28 quarters since. The position peaked at $16.9M in Q4 2021. 311 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Integrated Advisors Network held 62,144 shares of iShares Short-Term National Muni Bond ETF worth $6.5M as of Q3 2026.
Integrated Advisors Network bought 507 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $53.7K.
iShares Short-Term National Muni Bond ETF made up 0.3% of Integrated Advisors Network's portfolio in Q3 2026, its #83 holding.
Integrated Advisors Network first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and has held it in 28 quarters since.
Integrated Advisors Network's iShares Short-Term National Muni Bond ETF position peaked at $16.9M in Q4 2021.
311 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.