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

Integris 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 		$286K Hold
2,685
– – 0.06% 106
2026
Q1 		$286K Sell
2,685
-242
-8% -$25.9K 0.07% 92
2025
Q4 		$312K Hold
2,927
– – 0.07% 89
2025
Q3 		$313K Hold
2,927
– – 0.08% 91
2025
Q2 		$311K Hold
2,927
– – 0.08% 85
2025
Q1 		$309K Sell
2,927
-28,241
-91% -$2.99M 0.09% 81
2024
Q4 		$3.29M Sell
31,168
-4,989
-14% -$527K 0.93% 20
2024
Q3 		$3.84M Sell
36,157
-8,201
-18% -$865K 1.07% 19
2024
Q2 		$4.64M Sell
44,358
-3,931
-8% -$411K 1.34% 20
2024
Q1 		$5.06M Buy
48,289
+76
+0.2% +$7.98K 1.4% 20
2023
Q4 		$5.08M Buy
48,213
+173
+0.4% +$18K 1.5% 20
2023
Q3 		$4.94M Sell
48,040
-445
-0.9% -$46.2K 1.62% 19
2023
Q2 		$5.04M Buy
48,485
+564
+1% +$58.7K 1.78% 15
2023
Q1 		$5.02M Sell
47,921
-240
-0.5% -$25.1K 1.84% 14
2022
Q4 		$5.02M Buy
+48,161
New +$4.98M 1.96% 14

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

Integris Wealth Management's SUB Position: Q2 2026 in Review

Integris Wealth Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 2,685 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #106.

Integris Wealth Management first reported a position in SUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.08M in Q4 2023. 273 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Integris Wealth Management held 2,685 shares of iShares Short-Term National Muni Bond ETF worth $286K as of Q2 2026.
  • Integris 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 0.06% of Integris Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Integris Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Integris Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $5.08M in Q4 2023.
  • 273 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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