LexAurum Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

LexAurum Advisors’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	$213K	Buy	+2,000	New	+$213K	0.02%	399
2023 Q3	–	Sell	-2,427	Closed	-$252K	–	300
2023 Q2	$252K	Sell	2,427 -4,025	-62%	-$419K	0.08%	226
2023 Q1	$675K	Sell	6,452 -4,453	-41%	-$465K	0.22%	103
2022 Q4	$1.14M	Buy	10,905 +489	+5%	+$50.6K	0.41%	48
2022 Q3	$1.07M	Buy	10,416 +5,484	+111%	+$573K	0.41%	53
2022 Q2	$516K	Buy	4,932 +2,935	+147%	+$305K	0.19%	115
2022 Q1	$209K	Buy	+1,997	New	+$211K	0.07%	245
2021 Q2	–	Sell	-4,469	Closed	-$482K	–	286
2021 Q1	$482K	Sell	4,469 -913	-17%	-$98.5K	0.16%	143
2020 Q4	$582K	Buy	+5,382	New	+$581K	0.21%	116

Other funds holding SUB

HIG

Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

LexAurum Advisors's SUB Position: Q2 2026 in Review

LexAurum Advisors opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 2,000 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #399 among its holdings. This is a return to the name: LexAurum Advisors previously reported a position in SUB as recently as Q2 2023.

LexAurum Advisors first reported a position in SUB in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.14M in Q4 2022. 462 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

LexAurum Advisors held 2,000 shares of iShares Short-Term National Muni Bond ETF worth $213K as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new LexAurum Advisors position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.02% of LexAurum Advisors's portfolio in Q2 2026, its #399 holding.
LexAurum Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and has held it in 9 quarters since.
LexAurum Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.14M in Q4 2022.
462 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.