Joel Adams & Associates’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Joel Adams & Associates’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	$1.12M	Buy	10,539 +2,643	+33%	+$281K	0.72%	24
2026 Q1	$841K	Buy	7,896 +33	+0.4%	+$3.53K	0.62%	24
2025 Q4	$839K	Sell	7,863 -100	-1%	-$10.7K	0.63%	25
2025 Q3	$850K	Sell	7,963 -508	-6%	-$54.2K	0.69%	26
2025 Q2	$901K	Buy	8,471 +49	+0.6%	+$5.18K	0.8%	23
2025 Q1	$889K	Buy	8,422 +32	+0.4%	+$3.38K	0.8%	21
2024 Q4	$885K	Buy	+8,390	New	+$886K	0.8%	20

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Joel Adams & Associates's SUB Position: Q2 2026 in Review

Joel Adams & Associates increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 33% in Q2 2026, buying an estimated $281K and bringing the position to 10,539 shares worth $1.12M. The position accounts for 0.72% of the portfolio, ranked #24.

Joel Adams & Associates first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Joel Adams & Associates held 10,539 shares of iShares Short-Term National Muni Bond ETF worth $1.12M as of Q2 2026.
Joel Adams & Associates bought 2,643 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $281K.
iShares Short-Term National Muni Bond ETF made up 0.72% of Joel Adams & Associates's portfolio in Q2 2026, its #24 holding.
Joel Adams & Associates first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.