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Intergy Private Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Intergy Private 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
Q2 		$1.21M Buy
11,404
+29
+0.3% +$3.09K 0.28% 49
2026
Q1 		$1.21M Buy
11,375
+28
+0.2% +$3K 0.36% 41
2025
Q4 		$1.21M Buy
11,347
+21
+0.2% +$2.24K 0.37% 42
2025
Q3 		$1.21M Buy
11,326
+166
+1% +$17.7K 0.38% 39
2025
Q2 		$1.19M Sell
11,160
-2
-0% -$211 0.4% 36
2025
Q1 		$1.18M Sell
11,162
-22
-0.2% -$2.33K 0.45% 34
2024
Q4 		$1.18M Sell
11,184
-5
-0% -$528 0.44% 34
2024
Q3 		$1.19M Sell
11,189
-58
-0.5% -$6.12K 0.45% 34
2024
Q2 		$1.18M Sell
11,247
-7,355
-40% -$768K 0.49% 33
2024
Q1 		$1.95M Sell
18,602
-3,238
-15% -$340K 0.8% 24
2023
Q4 		$2.3M Sell
21,840
-8
-0% -$832 1% 24
2023
Q3 		$2.25M Buy
21,848
+640
+3% +$66.4K 1.12% 22
2023
Q2 		$2.21M Buy
21,208
+1,589
+8% +$165K 1.08% 23
2023
Q1 		$2.05M Buy
19,619
+780
+4% +$81.4K 1.15% 21
2022
Q4 		$1.96M Buy
18,839
+13,337
+242% +$1.38M 1.23% 21
2022
Q3 		$565K Sell
5,502
-2,940
-35% -$307K 0.4% 42
2022
Q2 		$884K Buy
+8,442
New +$878K 0.7% 25

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

Intergy Private Wealth's SUB Position: Q2 2026 in Review

Intergy Private Wealth increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.25% in Q2 2026, buying an estimated $3.09K and bringing the position to 11,404 shares worth $1.21M. The position accounts for 0.28% of the portfolio, ranked #49.

Intergy Private Wealth first reported a position in SUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.3M in Q4 2023. 236 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Intergy Private Wealth held 11,404 shares of iShares Short-Term National Muni Bond ETF worth $1.21M as of Q2 2026.
  • Intergy Private Wealth bought 29 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $3.09K.
  • iShares Short-Term National Muni Bond ETF made up 0.28% of Intergy Private Wealth's portfolio in Q2 2026, its #49 holding.
  • Intergy Private Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Intergy Private Wealth's iShares Short-Term National Muni Bond ETF position peaked at $2.3M in Q4 2023.
  • 236 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.