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

Mills Wealth 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 		$623K Buy
5,852
+2,198
+60% +$234K 0.2% 46
2026
Q1 		$389K Buy
+3,654
New +$391K 0.14% 51

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

Mills Wealth Advisors's SUB Position: Q2 2026 in Review

Mills Wealth Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 60% in Q2 2026, buying an estimated $234K and bringing the position to 5,852 shares worth $623K. The position accounts for 0.2% of the portfolio, ranked #46.

Mills Wealth Advisors first reported a position in SUB in Q1 2026 and has held it in 2 quarters since. 333 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Mills Wealth Advisors held 5,852 shares of iShares Short-Term National Muni Bond ETF worth $623K as of Q2 2026.
  • Mills Wealth Advisors bought 2,198 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $234K.
  • iShares Short-Term National Muni Bond ETF made up 0.2% of Mills Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Mills Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 333 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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