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

Safir Wealth 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	$2.45M	Hold	23,056	–	–	1.6%	10
2026 Q1	$2.46M	Buy	23,056 +465	+2%	+$49.8K	1.78%	9
2025 Q4	$2.41M	Hold	22,591	–	–	1.69%	10
2025 Q3	$2.41M	Sell	22,591 -3,338	-13%	-$356K	1.7%	9
2025 Q2	$2.76M	Sell	25,929 -895	-3%	-$94.5K	2.02%	9
2025 Q1	$2.83M	Buy	26,824 +5,210	+24%	+$551K	2.25%	9
2024 Q4	$2.28M	Buy	21,614 +950	+5%	+$100K	1.76%	10
2024 Q3	$2.19M	Buy	20,664 +750	+4%	+$79.1K	1.69%	10
2024 Q2	$2.08M	Hold	19,914	–	–	1.71%	10
2024 Q1	$2.09M	Sell	19,914 -965	-5%	-$101K	1.71%	10
2023 Q4	$2.2M	Buy	20,879 +2,338	+13%	+$243K	1.98%	10
2023 Q3	$1.91M	Buy	18,541 +1,440	+8%	+$149K	1.84%	10
2023 Q2	$1.78M	Buy	17,101 +2,640	+18%	+$275K	1.65%	10
2023 Q1	$1.51M	Buy	14,461 +3,765	+35%	+$393K	1.49%	10
2022 Q4	$1.12M	Sell	10,696 -8,865	-45%	-$918K	1.14%	10
2022 Q3	$2.01M	Sell	19,561 -670	-3%	-$69.9K	2.09%	10
2022 Q2	$2.12M	Sell	20,231 -4,569	-18%	-$475K	2.07%	10
2022 Q1	$2.59M	Buy	24,800 +1,385	+6%	+$147K	2.17%	10
2021 Q4	$2.51M	Buy	23,415 +2,140	+10%	+$230K	1.96%	11
2021 Q3	$2.29M	Buy	21,275 +1,460	+7%	+$157K	1.92%	10
2021 Q2	$2.14M	Buy	19,815 +6,000	+43%	+$647K	1.81%	11
2021 Q1	$1.49M	Buy	13,815 +260	+2%	+$28.1K	1.37%	11
2020 Q4	$1.47M	Buy	+13,555	New	+$1.46M	1.36%	11

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

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

WAP

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

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

Safir Wealth Advisors's SUB Position: Q2 2026 in Review

Safir Wealth Advisors held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 23,056 shares worth $2.45M. The position accounts for 1.6% of the portfolio, ranked #10.

Safir Wealth Advisors first reported a position in SUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.83M in Q1 2025. 185 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Safir Wealth Advisors held 23,056 shares of iShares Short-Term National Muni Bond ETF worth $2.45M as of Q2 2026.
Safir Wealth Advisors left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 1.6% of Safir Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Safir Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
Safir Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $2.83M in Q1 2025.
185 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Safir Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.