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

McNaughton 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	$1.45M	Buy	13,601 +290	+2%	+$30.9K	0.51%	49
2026 Q1	$1.42M	Sell	13,311 -65	-0.5%	-$6.96K	0.59%	49
2025 Q4	$1.43M	Sell	13,376 -2,209	-14%	-$235K	0.59%	49
2025 Q3	$1.66M	Buy	15,585 +404	+3%	+$43.1K	0.7%	41
2025 Q2	$1.61M	Buy	15,181 +1,701	+13%	+$180K	0.72%	40
2025 Q1	$1.42M	Buy	13,480 +97	+0.7%	+$10.3K	0.69%	40
2024 Q4	$1.41M	Buy	13,383 +428	+3%	+$45.2K	0.68%	33
2024 Q3	$1.38M	Buy	12,955 +947	+8%	+$99.9K	0.67%	31
2024 Q2	$1.26M	Buy	12,008 +288	+2%	+$30.1K	0.67%	36
2024 Q1	$1.23M	Sell	11,720 -1,779	-13%	-$187K	0.68%	33
2023 Q4	$1.42M	Buy	13,499 +576	+4%	+$59.9K	0.84%	27
2023 Q3	$1.33M	Sell	12,923 -1,447	-10%	-$150K	0.88%	28
2023 Q2	$1.5M	Buy	14,370 +983	+7%	+$102K	0.96%	27
2023 Q1	$1.4M	Sell	13,387 -2,015	-13%	-$210K	0.93%	26
2022 Q4	$1.61M	Buy	15,402 +2,510	+19%	+$260K	1.1%	25
2022 Q3	$1.32M	Sell	12,892 -3,326	-21%	-$347K	0.97%	26
2022 Q2	$1.7M	Buy	16,218 +27	+0.2%	+$2.81K	1.2%	25
2022 Q1	$1.69M	Buy	16,191 +5,388	+50%	+$570K	1.1%	25
2021 Q4	$1.16M	Buy	10,803 +2,897	+37%	+$311K	0.75%	26
2021 Q3	$850K	Buy	7,906 +301	+4%	+$32.5K	0.6%	27
2021 Q2	$820K	Buy	7,605 +179	+2%	+$19.3K	0.58%	30
2021 Q1	$801K	Buy	7,426 +1,796	+32%	+$194K	0.61%	29
2020 Q4	$609K	Hold	5,630	–	–	0.49%	32
2020 Q3	$609K	Sell	5,630 -563	-9%	-$60.9K	0.53%	33
2020 Q2	$668K	Buy	6,193 +240	+4%	+$25.7K	0.62%	31
2020 Q1	$633K	Sell	5,953 -26	-0.4%	-$2.77K	0.68%	28
2019 Q4	$638K	Buy	+5,979	New	+$638K	0.59%	34

Other funds holding SUB

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

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

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

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

BWM

Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

McNaughton Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.2% in Q2 2026, buying an estimated $30.9K and bringing the position to 13,601 shares worth $1.45M. The position accounts for 0.51% of the portfolio, ranked #49.

McNaughton Wealth Management first reported a position in SUB in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.7M in Q2 2022. 238 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

McNaughton Wealth Management held 13,601 shares of iShares Short-Term National Muni Bond ETF worth $1.45M as of Q2 2026.
McNaughton Wealth Management bought 290 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $30.9K.
iShares Short-Term National Muni Bond ETF made up 0.51% of McNaughton Wealth Management's portfolio in Q2 2026, its #49 holding.
McNaughton Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
McNaughton Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $1.7M in Q2 2022.
238 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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