PFS
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Prospera Financial Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Prospera Financial Services’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 		$5.36M Buy
50,328
+2,326
+5% +$248K 0.08% 270
2026
Q1 		$5.11M Buy
48,002
+867
+2% +$92.8K 0.08% 253
2025
Q4 		$5.03M Buy
47,135
+373
+0.8% +$39.7K 0.08% 244
2025
Q3 		$4.99M Buy
46,762
+1,596
+4% +$170K 0.09% 248
2025
Q2 		$4.8M Buy
45,166
+130
+0.3% +$13.7K 0.09% 233
2025
Q1 		$4.76M Buy
45,036
+2,317
+5% +$245K 0.11% 208
2024
Q4 		$4.51M Buy
42,719
+36,825
+625% +$3.89M 0.11% 210
2024
Q3 		$626K Buy
5,894
+18
+0.3% +$1.9K 0.02% 643
2024
Q2 		$614K Buy
5,876
+2,476
+73% +$259K 0.02% 640
2024
Q1 		$356K Buy
3,400
+1,390
+69% +$146K 0.01% 835
2023
Q4 		$212K Sell
2,010
-18
-0.9% -$1.87K 0.01% 980
2023
Q3 		$209K Buy
+2,028
New +$210K 0.01% 938
2022
Q3 		– Sell
-335
Closed -$35K – 1501
2022
Q2 		$35K Hold
335
– – ﹤0.01% 1103
2022
Q1 		$35K Sell
335
-18,742
-98% -$1.98M ﹤0.01% 1521
2021
Q4 		$2.05M Sell
19,077
-1,345
-7% -$144K 0.09% 262
2021
Q3 		$2.2M Buy
20,422
+2,133
+12% +$230K 0.11% 228
2021
Q2 		$1.97M Sell
18,289
-3,530
-16% -$381K 0.1% 244
2021
Q1 		$2.35M Buy
21,819
+15,337
+237% +$1.66M 0.14% 183
2020
Q4 		$701K Buy
+6,482
New +$699K 0.05% 358

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
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
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

Prospera Financial Services's SUB Position: Q2 2026 in Review

Prospera Financial Services increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 4.8% in Q2 2026, buying an estimated $248K and bringing the position to 50,328 shares worth $5.36M. The position accounts for 0.08% of the portfolio, ranked #270.

Prospera Financial Services first reported a position in SUB in Q4 2020 and has held it in 19 quarters since. 182 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Prospera Financial Services held 50,328 shares of iShares Short-Term National Muni Bond ETF worth $5.36M as of Q2 2026.
  • Prospera Financial Services bought 2,326 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $248K.
  • iShares Short-Term National Muni Bond ETF made up 0.08% of Prospera Financial Services's portfolio in Q2 2026, its #270 holding.
  • Prospera Financial Services first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • 182 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.