RWM
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Rockwood Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Rockwood Wealth Management’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 		$5.21M Sell
48,970
-5,066
-9% -$539K 0.33% 17
2026
Q1 		$5.75M Buy
54,036
+4,574
+9% +$490K 0.41% 16
2025
Q4 		$5.28M Buy
49,462
+335
+0.7% +$35.7K 0.39% 17
2025
Q3 		$5.25M Sell
49,127
-342
-0.7% -$36.5K 0.42% 16
2025
Q2 		$5.26M Buy
49,469
+11,692
+31% +$1.24M 0.46% 16
2025
Q1 		$3.99M Sell
37,777
-7,728
-17% -$817K 0.41% 18
2024
Q4 		$4.8M Sell
45,505
-120,170
-73% -$12.7M 0.52% 17
2024
Q3 		$17.6M Buy
165,675
+405
+0.2% +$42.7K 1.94% 14
2024
Q2 		$17.3M Buy
165,270
+272
+0.2% +$28.4K 2.1% 13
2024
Q1 		$17.3M Sell
164,998
-1,725
-1% -$181K 2.23% 11
2023
Q4 		$17.6M Buy
166,723
+48,074
+41% +$5M 2.57% 9
2023
Q3 		$12.2M Buy
118,649
+2,130
+2% +$221K 2.05% 12
2023
Q2 		$12.1M Sell
116,519
-1,733
-1% -$180K 2.08% 9
2023
Q1 		$12.4M Sell
118,252
-3,108
-3% -$324K 2.44% 8
2022
Q4 		$12.7M Buy
121,360
+74,086
+157% +$7.67M 2.95% 8
2022
Q3 		$4.85M Buy
47,274
+31,937
+208% +$3.33M 1.55% 12
2022
Q2 		$1.61M Buy
15,337
+12,689
+479% +$1.32M 0.75% 13
2022
Q1 		$277K Buy
+2,648
New +$280K 0.13% 61

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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Rockwood Wealth Management's SUB Position: Q2 2026 in Review

Rockwood Wealth Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 9.4% in Q2 2026, selling an estimated $539K and leaving 48,970 shares worth $5.21M. The position accounts for 0.33% of the portfolio, ranked #17.

Rockwood Wealth Management first reported a position in SUB in Q1 2022 and has held it in 18 quarters since. The position peaked at $17.6M in Q3 2024. 463 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Rockwood Wealth Management held 48,970 shares of iShares Short-Term National Muni Bond ETF worth $5.21M as of Q2 2026.
  • Rockwood Wealth Management sold 5,066 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $539K.
  • iShares Short-Term National Muni Bond ETF made up 0.33% of Rockwood Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Rockwood Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Rockwood Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $17.6M in Q3 2024.
  • 463 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.