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

Physician 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	$540K	Sell	5,072 -289	-5%	-$30.8K	0.06%	110
2026 Q1	$571K	Sell	5,361 -226	-4%	-$24.2K	0.08%	99
2025 Q4	$596K	Sell	5,587 -3,537	-39%	-$377K	0.08%	93
2025 Q3	$974K	Buy	9,124 +12	+0.1%	+$1.28K	0.14%	72
2025 Q2	$969K	Buy	9,112 +294	+3%	+$31.1K	0.15%	68
2025 Q1	$931K	Buy	8,818 +406	+5%	+$42.9K	0.16%	69
2024 Q4	$887K	Sell	8,412 -761	-8%	-$80.4K	0.15%	70
2024 Q3	$971K	Sell	9,173 -1,136	-11%	-$120K	0.18%	67
2024 Q2	$1.08M	Sell	10,309 -798	-7%	-$83.4K	0.2%	65
2024 Q1	$1.16M	Sell	11,107 -293	-3%	-$30.8K	0.24%	61
2023 Q4	$1.2M	Buy	11,400 +49	+0.4%	+$5.1K	0.27%	56
2023 Q3	$1.17M	Sell	11,351 -139	-1%	-$14.4K	0.3%	51
2023 Q2	$1.19M	Buy	11,490 +81	+0.7%	+$8.43K	0.3%	49
2023 Q1	$1.19M	Buy	11,409 +54	+0.5%	+$5.64K	0.31%	47
2022 Q4	$1.19M	Sell	11,355 -134	-1%	-$13.9K	0.32%	43
2022 Q3	$1.18M	Sell	11,489 -2,845	-20%	-$297K	0.36%	44
2022 Q2	$1.51M	Sell	14,334 -1,976	-12%	-$206K	0.44%	38
2022 Q1	$1.69M	Buy	16,310 +855	+6%	+$90.5K	0.45%	41
2021 Q4	$1.66M	Buy	15,455 +3,464	+29%	+$372K	0.43%	41
2021 Q3	$1.29M	Buy	11,991 +423	+4%	+$45.6K	0.35%	44
2021 Q2	$1.25M	Buy	11,568 +1,084	+10%	+$117K	0.36%	45
2021 Q1	$1.13M	Buy	10,484 +170	+2%	+$18.3K	0.37%	43
2020 Q4	$1.11M	Buy	10,314 +2,992	+41%	+$323K	0.38%	44
2020 Q3	$789K	Buy	7,322 +196	+3%	+$21.2K	0.32%	47
2020 Q2	$772K	Sell	7,126 -328	-4%	-$35.1K	0.31%	47
2020 Q1	$794K	Sell	7,454 -702	-9%	-$74.6K	0.4%	45
2019 Q4	$872K	Buy	8,156 +265	+3%	+$28.3K	0.39%	38
2019 Q3	$842K	Buy	+7,891	New	+$843K	0.41%	39

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Physician Wealth Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 5.4% in Q2 2026, selling an estimated $30.8K and leaving 5,072 shares worth $540K. The position accounts for 0.06% of the portfolio, ranked #110.

Physician Wealth Advisors first reported a position in SUB in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.69M in Q1 2022. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Physician Wealth Advisors held 5,072 shares of iShares Short-Term National Muni Bond ETF worth $540K as of Q2 2026.
Physician Wealth Advisors sold 289 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $30.8K.
iShares Short-Term National Muni Bond ETF made up 0.06% of Physician Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Physician Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2019 and has held it in 28 quarters since.
Physician Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.69M in Q1 2022.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.