JFS Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

JFS Wealth Advisors’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	$7.93M	Sell	74,471 -11,232	-13%	-$1.2M	0.4%	48
2026 Q1	$9.13M	Buy	85,703 +1,148	+1%	+$123K	0.51%	37
2025 Q4	$9.02M	Sell	84,555 -72	-0.1%	-$7.67K	0.51%	38
2025 Q3	$9.04M	Buy	84,627 +9,327	+12%	+$996K	0.53%	37
2025 Q2	$8.01M	Buy	75,300 +22,320	+42%	+$2.36M	0.51%	37
2025 Q1	$5.59M	Buy	52,980 +2,624	+5%	+$277K	0.38%	45
2024 Q4	$5.31M	Sell	50,356 -8,809	-15%	-$930K	0.36%	47
2024 Q3	$6.28M	Sell	59,165 -5,000	-8%	-$528K	0.42%	43
2024 Q2	$6.71M	Buy	64,165 +10,566	+20%	+$1.1M	0.53%	38
2024 Q1	$5.61M	Buy	53,599 +9,841	+22%	+$1.03M	0.45%	41
2023 Q4	$4.61M	Sell	43,758 -591	-1%	-$61.5K	0.39%	44
2023 Q3	$4.56M	Sell	44,349 -3,495	-7%	-$362K	0.43%	44
2023 Q2	$4.98M	Sell	47,844 -10,862	-19%	-$1.13M	0.45%	45
2023 Q1	$6.15M	Sell	58,706 -33,360	-36%	-$3.48M	0.58%	38
2022 Q4	$9.6M	Buy	92,066 +74,822	+434%	+$7.74M	0.94%	24
2022 Q3	$1.77M	Buy	17,244 +3,030	+21%	+$316K	0.19%	85
2022 Q2	$1.49M	Buy	14,214 +13,968	+5,678%	+$1.45M	0.16%	85
2022 Q1	$26K	Hold	246	–	–	﹤0.01%	548
2021 Q4	$26K	Buy	246 +63	+34%	+$6.77K	﹤0.01%	529
2021 Q3	$20K	Buy	183 +91	+99%	+$9.81K	﹤0.01%	546
2021 Q2	$10K	Buy	+92	New	+$9.92K	﹤0.01%	445

Other funds holding SUB

HIG

Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

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

JFS Wealth Advisors's SUB Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 13% in Q2 2026, selling an estimated $1.2M and leaving 74,471 shares worth $7.93M. The position accounts for 0.4% of the portfolio, ranked #48.

JFS Wealth Advisors first reported a position in SUB in Q2 2021 and has held it in 21 quarters since. The position peaked at $9.6M in Q4 2022. 422 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

JFS Wealth Advisors held 74,471 shares of iShares Short-Term National Muni Bond ETF worth $7.93M as of Q2 2026.
JFS Wealth Advisors sold 11,232 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.2M.
iShares Short-Term National Muni Bond ETF made up 0.4% of JFS Wealth Advisors's portfolio in Q2 2026, its #48 holding.
JFS Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2021 and has held it in 21 quarters since.
JFS Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $9.6M in Q4 2022.
422 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.