Retirement Wealth Solutions’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Retirement Wealth Solutions’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	$12.5K	Buy	118 +1	+0.9%	+$106	0.01%	204
2026 Q1	$12.5K	Buy	117 +1	+0.9%	+$107	0.01%	187
2025 Q4	$12.4K	Buy	116 +1	+0.9%	+$107	0.01%	207
2025 Q3	$12.3K	Hold	115	–	–	0.01%	204
2025 Q2	$12.2K	Buy	115 +1	+0.9%	+$106	0.01%	217
2025 Q1	$12K	Sell	114 -115	-50%	-$12.2K	0.01%	201
2024 Q4	$24.1K	Buy	+229	New	+$24.2K	0.02%	129

Other funds holding SUB

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return