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Prosperity Capital Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Prosperity Capital 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 		$450K Buy
4,231
+497
+13% +$52.9K 0.02% 283
2026
Q1 		$398K Sell
3,734
-5,562
-60% -$595K 0.02% 290
2025
Q4 		$992K Buy
9,296
+2,467
+36% +$263K 0.06% 170
2025
Q3 		$729K Buy
6,829
+503
+8% +$53.7K 0.04% 223
2025
Q2 		$673K Sell
6,326
-235
-4% -$24.8K 0.04% 217
2025
Q1 		$693K Sell
6,561
-947
-13% -$100K 0.05% 195
2024
Q4 		$792K Buy
7,508
+3,123
+71% +$330K 0.06% 178
2024
Q3 		$466K Buy
4,385
+2,075
+90% +$219K 0.04% 229
2024
Q2 		$242K Buy
2,310
+358
+18% +$37.4K 0.03% 274
2024
Q1 		$204K Sell
1,952
-1,631
-46% -$171K 0.02% 315
2023
Q4 		$378K Sell
3,583
-1,821
-34% -$189K 0.04% 170
2023
Q3 		$556K Buy
5,404
+97
+2% +$10.1K 0.07% 129
2023
Q2 		$552K Sell
5,307
-730
-12% -$76K 0.08% 127
2023
Q1 		$632K Buy
6,037
+217
+4% +$22.7K 0.1% 103
2022
Q4 		$607K Buy
+5,820
New +$602K 0.19% 87

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
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 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
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

Prosperity Capital Advisors's SUB Position: Q2 2026 in Review

Prosperity Capital Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 13% in Q2 2026, buying an estimated $52.9K and bringing the position to 4,231 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #283.

Prosperity Capital Advisors first reported a position in SUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $992K in Q4 2025. 238 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Prosperity Capital Advisors held 4,231 shares of iShares Short-Term National Muni Bond ETF worth $450K as of Q2 2026.
  • Prosperity Capital Advisors bought 497 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $52.9K.
  • iShares Short-Term National Muni Bond ETF made up 0.02% of Prosperity Capital Advisors's portfolio in Q2 2026, its #283 holding.
  • Prosperity Capital Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's iShares Short-Term National Muni Bond ETF position peaked at $992K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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