JFS Wealth Advisors
SUB icon

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
Q3 		$7.24M Sell
69,247
-5,224
-7% -$553K 0.37% 51
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% +$9.8K ﹤0.01% 546
2021
Q2 		$10K Buy
+92
New +$9.9K ﹤0.01% 445

Other funds holding SUB

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JFS Wealth Advisors's SUB Position: Q3 2026 in Review

JFS Wealth Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 7% in Q3 2026, selling an estimated $553K and leaving 69,247 shares worth $7.24M. The position accounts for 0.37% of the portfolio, ranked #51.

JFS Wealth Advisors first reported a position in SUB in Q2 2021 and has held it in 22 quarters since. The position peaked at $9.6M in Q4 2022. 844 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • JFS Wealth Advisors held 69,247 shares of iShares Short-Term National Muni Bond ETF worth $7.24M as of Q3 2026.
  • JFS Wealth Advisors sold 5,224 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $553K.
  • iShares Short-Term National Muni Bond ETF made up 0.37% of JFS Wealth Advisors's portfolio in Q3 2026, its #51 holding.
  • JFS Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2021 and has held it in 22 quarters since.
  • JFS Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $9.6M in Q4 2022.
  • 844 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.