LKBC
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L.K. Benson & Company’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

L.K. Benson & Company’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 		$1.69M Buy
15,887
+15
+0.1% +$1.6K 0.51% 29
2026
Q1 		$1.69M Buy
15,872
+429
+3% +$45.9K 0.56% 28
2025
Q4 		$1.65M Buy
15,443
+517
+3% +$55.1K 0.83% 26
2025
Q3 		$1.59M Buy
14,926
+421
+3% +$45K 0.86% 25
2025
Q2 		$1.54M Buy
14,505
+120
+0.8% +$12.7K 0.95% 24
2025
Q1 		$1.52M Sell
14,385
-449
-3% -$47.5K 1.05% 23
2024
Q4 		$1.56M Buy
+14,834
New +$1.57M 1.1% 20

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
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
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
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

L.K. Benson & Company's SUB Position: Q2 2026 in Review

L.K. Benson & Company increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.09% in Q2 2026, buying an estimated $1.6K and bringing the position to 15,887 shares worth $1.69M. The position accounts for 0.51% of the portfolio, ranked #29.

L.K. Benson & Company first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. 333 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • L.K. Benson & Company held 15,887 shares of iShares Short-Term National Muni Bond ETF worth $1.69M as of Q2 2026.
  • L.K. Benson & Company bought 15 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.6K.
  • iShares Short-Term National Muni Bond ETF made up 0.51% of L.K. Benson & Company's portfolio in Q2 2026, its #29 holding.
  • L.K. Benson & Company first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 333 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.