IWMA
SUB icon

Ironwood Wealth Management (Arizona)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Ironwood Wealth Management (Arizona)’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 		$2.79M Sell
26,209
-5,403
-17% -$575K 0.62% 22
2026
Q1 		$3.37M Buy
31,612
+4,733
+18% +$507K 0.97% 13
2025
Q4 		$2.87M Buy
26,879
+102
+0.4% +$10.9K 0.84% 14
2025
Q3 		$2.86M Sell
26,777
-11,141
-29% -$1.19M 0.96% 14
2025
Q2 		$4.03M Buy
37,918
+7,599
+25% +$803K 1.47% 11
2025
Q1 		$3.2M Sell
30,319
-3,948
-12% -$417K 0.98% 16
2024
Q4 		$3.61M Sell
34,267
-828
-2% -$87.5K 1.12% 16
2024
Q3 		$3.73M Sell
35,095
-612
-2% -$64.6K 1.12% 15
2024
Q2 		$3.73M Sell
35,707
-2,923
-8% -$305K 1.22% 14
2024
Q1 		$4.05M Sell
38,630
-126
-0.3% -$13.2K 1.31% 13
2023
Q4 		$4.09M Buy
38,756
+7,115
+22% +$740K 1.36% 13
2023
Q3 		$3.25M Sell
31,641
-2,460
-7% -$255K 1.33% 19
2023
Q2 		$3.55M Buy
34,101
+1,258
+4% +$131K 1.32% 17
2023
Q1 		$3.44M Buy
32,843
+1,851
+6% +$193K 1.36% 17
2022
Q4 		$3.23M Buy
30,992
+30,290
+4,315% +$3.14M 1.35% 18
2022
Q3 		$73K Hold
702
– – 0.03% 42
2022
Q2 		$73K Sell
702
-17,094
-96% -$1.78M 0.03% 42
2022
Q1 		$1.86M Buy
17,796
+13,142
+282% +$1.39M 0.76% 18
2021
Q4 		$500K Buy
4,654
+826
+22% +$88.7K 0.22% 25
2021
Q3 		$412K Sell
3,828
-4,414
-54% -$476K 0.19% 25
2021
Q2 		$888K Buy
8,242
+81
+1% +$8.73K 0.51% 21
2021
Q1 		$880K Buy
8,161
+54
+0.7% +$5.83K 0.56% 20
2020
Q4 		$876K Buy
+8,107
New +$875K 0.54% 20
2020
Q2 		– Sell
-14,610
Closed -$1.55M – 51
2020
Q1 		$1.55M Sell
14,610
-4,515
-24% -$480K 1.3% 15
2019
Q4 		$2.04M Buy
19,125
+584
+3% +$62.3K 1.42% 14
2019
Q3 		$1.98M Sell
18,541
-231
-1% -$24.7K 1.47% 13
2019
Q2 		$2M Sell
18,772
-5,493
-23% -$583K 1.53% 13
2019
Q1 		$2.57M Sell
24,265
-889
-4% -$93.9K 2.19% 13
2018
Q4 		$2.65M Buy
25,154
+6,942
+38% +$727K 2.55% 13
2018
Q3 		$1.91M Sell
18,212
-1,303
-7% -$137K 1.68% 15
2018
Q2 		$2.05M Buy
+19,515
New +$2.04M 1.92% 14
2017
Q3 		$1.85M Buy
+17,441
New +$1.85M 1.73% 14

Other funds holding SUB

HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
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
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s SUB Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 17% in Q2 2026, selling an estimated $575K and leaving 26,209 shares worth $2.79M. The position accounts for 0.62% of the portfolio, ranked #22.

Ironwood Wealth Management (Arizona) first reported a position in SUB in Q3 2017 and has held it in 32 quarters since. The position peaked at $4.09M in Q4 2023. 463 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Ironwood Wealth Management (Arizona) held 26,209 shares of iShares Short-Term National Muni Bond ETF worth $2.79M as of Q2 2026.
  • Ironwood Wealth Management (Arizona) sold 5,403 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $575K.
  • iShares Short-Term National Muni Bond ETF made up 0.62% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #22 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2017 and has held it in 32 quarters since.
  • Ironwood Wealth Management (Arizona)'s iShares Short-Term National Muni Bond ETF position peaked at $4.09M in Q4 2023.
  • 463 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.