JWS
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Juncture Wealth Strategies’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Juncture Wealth Strategies’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 		$1.68M Sell
15,748
-877
-5% -$93.3K 0.44% 49
2026
Q1 		$1.77M Sell
16,625
-251
-1% -$26.9K 0.59% 34
2025
Q4 		$1.8M Sell
16,876
-695
-4% -$74.1K 0.59% 31
2025
Q3 		$1.88M Buy
17,571
+1,510
+9% +$161K 0.63% 30
2025
Q2 		$1.71M Buy
16,061
+4,675
+41% +$494K 0.61% 31
2025
Q1 		$1.2M Buy
11,386
+697
+7% +$73.7K 0.47% 34
2024
Q4 		$1.13M Sell
10,689
-2,297
-18% -$243K 0.42% 39
2024
Q3 		$1.38M Sell
12,986
-2,480
-16% -$262K 0.53% 30
2024
Q2 		$1.62M Sell
15,466
-5,774
-27% -$603K 0.68% 26
2024
Q1 		$2.22M Buy
21,240
+157
+0.7% +$16.5K 0.96% 21
2023
Q4 		$2.22M Sell
21,083
-2,065
-9% -$215K 1.01% 24
2023
Q3 		$2.38M Sell
23,148
-956
-4% -$99.2K 1.16% 22
2023
Q2 		$2.51M Buy
24,104
+1,398
+6% +$146K 1.17% 23
2023
Q1 		$2.38M Buy
22,706
+2,386
+12% +$249K 1.17% 24
2022
Q4 		$2.12M Sell
20,320
-5,130
-20% -$531K 1.01% 22
2022
Q3 		$2.61M Buy
25,450
+395
+2% +$41.2K 1.3% 26
2022
Q2 		$2.62M Buy
25,055
+7,695
+44% +$801K 1.29% 27
2022
Q1 		$1.82M Buy
17,360
+4,460
+35% +$472K 0.86% 28
2021
Q4 		$1.39M Buy
12,900
+800
+7% +$85.9K 0.66% 36
2021
Q3 		$1.3M Buy
12,100
+48
+0.4% +$5.18K 0.69% 29
2021
Q2 		$1.3M Buy
12,052
+3,531
+41% +$381K 0.75% 28
2021
Q1 		$919K Buy
8,521
+1,017
+14% +$110K 0.58% 43
2020
Q4 		$811K Buy
7,504
+1,206
+19% +$130K 0.51% 43
2020
Q3 		$681K Buy
6,298
+1,607
+34% +$174K 0.47% 51
2020
Q2 		$506K Buy
4,691
+878
+23% +$94K 0.38% 56
2020
Q1 		$405K Sell
3,813
-688
-15% -$73.2K 0.37% 63
2019
Q4 		$481K Buy
4,501
+64
+1% +$6.83K 0.37% 68
2019
Q3 		$473K Buy
4,437
+20
+0.5% +$2.14K 0.42% 62
2019
Q2 		$471K Sell
4,417
-642
-13% -$68.1K 0.38% 73
2019
Q1 		$536K Buy
5,059
+1,203
+31% +$127K 0.41% 65
2018
Q4 		$406K Sell
3,856
-2,747
-42% -$288K 0.27% 75
2018
Q3 		$692K Buy
6,603
+1,426
+28% +$150K 0.36% 64
2018
Q2 		$544K Sell
5,177
-63
-1% -$6.6K 0.29% 67
2018
Q1 		$550K Sell
5,240
-40
-0.8% -$4.2K 0.31% 67
2017
Q4 		$554K Buy
5,280
+1,237
+31% +$130K 0.31% 68
2017
Q3 		$428K Sell
4,043
-863
-18% -$91.6K 0.24% 69
2017
Q2 		$519K Sell
4,906
-39
-0.8% -$4.13K 0.3% 67
2017
Q1 		$522K Sell
4,945
-1,302
-21% -$137K 0.32% 68
2016
Q4 		$656K Buy
6,247
+3,567
+133% +$376K 0.45% 50
2016
Q3 		$284K Buy
+2,680
New +$285K 0.19% 72
2015
Q4 		– Sell
-2,150
Closed -$228K – 88
2015
Q3 		$228K Buy
+2,150
New +$227K 0.18% 71

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
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Juncture Wealth Strategies's SUB Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 5.3% in Q2 2026, selling an estimated $93.3K and leaving 15,748 shares worth $1.68M. The position accounts for 0.44% of the portfolio, ranked #49.

Juncture Wealth Strategies first reported a position in SUB in Q3 2015 and has held it in 41 quarters since. The position peaked at $2.62M in Q2 2022. 185 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Juncture Wealth Strategies held 15,748 shares of iShares Short-Term National Muni Bond ETF worth $1.68M as of Q2 2026.
  • Juncture Wealth Strategies sold 877 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $93.3K.
  • iShares Short-Term National Muni Bond ETF made up 0.44% of Juncture Wealth Strategies's portfolio in Q2 2026, its #49 holding.
  • Juncture Wealth Strategies first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2015 and has held it in 41 quarters since.
  • Juncture Wealth Strategies's iShares Short-Term National Muni Bond ETF position peaked at $2.62M in Q2 2022.
  • 185 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.