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

Riversedge 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	$378K	Buy	3,546 +15	+0.4%	+$1.6K	0.05%	161
2026 Q1	$376K	Sell	3,531 -172	-5%	-$18.4K	0.06%	115
2025 Q4	$395K	Sell	3,703 -789	-18%	-$84.1K	0.06%	100
2025 Q3	$480K	Buy	4,492 +418	+10%	+$44.6K	0.08%	77
2025 Q2	$433K	Sell	4,074 -9	-0.2%	-$951	0.08%	67
2025 Q1	$431K	Sell	4,083 -754	-16%	-$79.7K	0.1%	69
2024 Q4	$510K	Buy	4,837 +848	+21%	+$89.6K	0.12%	61
2024 Q3	$424K	Sell	3,989 -71	-2%	-$7.49K	0.1%	58
2024 Q2	$425K	Buy	4,060 +225	+6%	+$23.5K	0.1%	57
2024 Q1	$402K	Sell	3,835 -763	-17%	-$80.1K	0.1%	56
2023 Q4	$485K	Sell	4,598 -103	-2%	-$10.7K	0.13%	51
2023 Q3	$484K	Sell	4,701 -151	-3%	-$15.7K	0.14%	47
2023 Q2	$505K	Buy	4,852 +16	+0.3%	+$1.67K	0.14%	44
2023 Q1	$506K	Sell	4,836 -205	-4%	-$21.4K	0.15%	50
2022 Q4	$526K	Buy	5,041 +348	+7%	+$36K	0.17%	51
2022 Q3	$482K	Buy	4,693 +7	+0.1%	+$731	0.17%	49
2022 Q2	$490K	Sell	4,686 -3,154	-40%	-$328K	0.18%	47
2022 Q1	$820K	Buy	7,840 +2,435	+45%	+$258K	0.27%	38
2021 Q4	$580K	Buy	+5,405	New	+$580K	0.18%	46
2020 Q1	–	Sell	-7,000	Closed	-$747K	–	43
2019 Q4	$747K	Sell	7,000 -2,006	-22%	-$214K	0.88%	20
2019 Q3	$964K	Hold	9,006	–	–	1.35%	16
2019 Q2	$964K	Buy	+9,006	New	+$955K	1.35%	16

Other funds holding SUB

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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

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

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

Riversedge Advisors's SUB Position: Q2 2026 in Review

Riversedge Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.42% in Q2 2026, buying an estimated $1.6K and bringing the position to 3,546 shares worth $378K. The position accounts for 0.05% of the portfolio, ranked #161.

Riversedge Advisors first reported a position in SUB in Q2 2019 and has held it in 22 quarters since. The position peaked at $964K in Q3 2019. 271 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Riversedge Advisors held 3,546 shares of iShares Short-Term National Muni Bond ETF worth $378K as of Q2 2026.
Riversedge Advisors bought 15 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.6K.
iShares Short-Term National Muni Bond ETF made up 0.05% of Riversedge Advisors's portfolio in Q2 2026, its #161 holding.
Riversedge Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2019 and has held it in 22 quarters since.
Riversedge Advisors's iShares Short-Term National Muni Bond ETF position peaked at $964K in Q3 2019.
271 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.