FAI Advisors, Inc.’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

FAI Advisors, Inc.’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 Q3	–	Sell	-2,681	Closed	-$285K	–	191
2026 Q2	$285K	Sell	2,681 -361	-12%	-$38.4K	0.11%	136
2026 Q1	$324K	Buy	+3,042	New	+$326K	0.14%	115

Other funds holding SUB

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

FAI Advisors, Inc.'s SUB Position: Q3 2026 in Review

FAI Advisors, Inc. sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026, closing a stake of 2,681 shares — an estimated $285K sold.

FAI Advisors, Inc. first reported a position in SUB in Q1 2026 and held it in 2 quarters. The position peaked at $324K in Q1 2026. 368 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

FAI Advisors, Inc. reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
FAI Advisors, Inc. sold 2,681 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $285K.
FAI Advisors, Inc. first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2026 and held it in 2 quarters.
FAI Advisors, Inc.'s iShares Short-Term National Muni Bond ETF position peaked at $324K in Q1 2026.
368 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on FAI Advisors, Inc.'s 13F filing for Q3 2026, filed 27 Oct 2026.