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

Purkiss 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 		– Sell
-3,657
Closed -$389K – 198
2026
Q1 		$389K Buy
+3,657
New +$391K 0.17% 103

Other funds holding SUB

HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

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

Purkiss Capital Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026, closing a stake of 3,657 shares — an estimated $389K sold.

Purkiss Capital Advisors first reported a position in SUB in Q1 2026 and held it in 1 quarter. The position peaked at $389K in Q1 2026. 436 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Purkiss Capital Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Purkiss Capital Advisors sold 3,657 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $389K.
  • Purkiss Capital Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • Purkiss Capital Advisors's iShares Short-Term National Muni Bond ETF position peaked at $389K in Q1 2026.
  • 436 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.