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

Marion 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 		$273K Buy
+2,566
New +$273K 0.06% 134

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LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
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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

Marion Wealth Management's SUB Position: Q2 2026 in Review

Marion Wealth Management opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 2,566 shares worth $273K. The stake represents 0.06% of the portfolio and ranks #134 among its holdings.

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

  • Marion Wealth Management held 2,566 shares of iShares Short-Term National Muni Bond ETF worth $273K as of Q2 2026.
  • iShares Short-Term National Muni Bond ETF was a new Marion Wealth Management position in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.06% of Marion Wealth Management's portfolio in Q2 2026, its #134 holding.
  • 185 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.