KFA Private Wealth Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

KFA Private Wealth Group’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	$2.85M	Buy	27,307 +2,407	+10%	+$255K	0.67%	28
2026 Q2	$2.65M	Buy	24,900 +2,602	+12%	+$277K	0.64%	28
2026 Q1	$2.37M	Buy	22,298 +1,082	+5%	+$116K	0.57%	28
2025 Q4	$2.26M	Buy	21,216 +2,146	+11%	+$229K	0.55%	28
2025 Q3	$2.04M	Buy	19,070 +2,705	+17%	+$289K	0.58%	28
2025 Q2	$1.74M	Buy	16,365 +4,612	+39%	+$487K	0.54%	30
2025 Q1	$1.24M	Buy	11,753 +22	+0.2%	+$2.33K	0.43%	33
2024 Q4	$1.24M	Buy	11,731 +4,031	+52%	+$426K	0.52%	30
2024 Q3	$818K	Buy	7,700 +2,008	+35%	+$212K	0.39%	30
2024 Q2	$595K	Buy	5,692 +1,399	+33%	+$146K	0.31%	37
2024 Q1	$450K	Buy	4,293 +663	+18%	+$69.6K	0.14%	65
2023 Q4	$383K	Buy	3,630 +10	+0.3%	+$1.04K	0.14%	62
2023 Q3	$372K	Buy	3,620 +586	+19%	+$60.8K	0.15%	54
2023 Q2	$316K	Buy	3,034 +6	+0.2%	+$625	0.13%	59
2023 Q1	$317K	Buy	3,028 +5	+0.2%	+$522	0.14%	57
2022 Q4	$315K	Buy	+3,023	New	+$313K	0.16%	48

Other funds holding SUB

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

KFA Private Wealth Group's SUB Position: Q3 2026 in Review

KFA Private Wealth Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 9.7% in Q3 2026, buying an estimated $255K and bringing the position to 27,307 shares worth $2.85M. The position accounts for 0.67% of the portfolio, ranked #28.

KFA Private Wealth Group first reported a position in SUB in Q4 2022 and has held it in 16 quarters since. 282 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

KFA Private Wealth Group held 27,307 shares of iShares Short-Term National Muni Bond ETF worth $2.85M as of Q3 2026.
KFA Private Wealth Group bought 2,407 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $255K.
iShares Short-Term National Muni Bond ETF made up 0.67% of KFA Private Wealth Group's portfolio in Q3 2026, its #28 holding.
KFA Private Wealth Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 16 quarters since.
282 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.