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Lake Hills Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Lake Hills Wealth Management’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 		$1.81M Buy
+17,012
New +$1.81M 0.82% 29

Other funds holding SUB

HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

Lake Hills Wealth Management's SUB Position: Q2 2026 in Review

Lake Hills Wealth Management opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 17,012 shares worth $1.81M. The stake represents 0.82% of the portfolio and ranks #29 among its holdings.

436 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Lake Hills Wealth Management held 17,012 shares of iShares Short-Term National Muni Bond ETF worth $1.81M as of Q2 2026.
  • iShares Short-Term National Muni Bond ETF was a new Lake Hills Wealth Management position in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.82% of Lake Hills Wealth Management's portfolio in Q2 2026, its #29 holding.
  • 436 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.