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

Sax 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	$1.73M	Buy	16,276 +5,697	+54%	+$606K	0.07%	167
2026 Q1	$1.13M	Hold	10,579	–	–	0.05%	180
2025 Q4	$1.13M	Buy	10,579 +602	+6%	+$64.2K	0.05%	184
2025 Q3	$1.07M	Buy	9,977 +2,759	+38%	+$295K	0.06%	178
2025 Q2	$768K	Buy	7,218 +2,374	+49%	+$251K	0.05%	203
2025 Q1	$512K	Buy	4,844 +1,184	+32%	+$125K	0.04%	217
2024 Q4	$386K	Hold	3,660	–	–	0.03%	229
2024 Q3	$389K	Hold	3,660	–	–	0.03%	192
2024 Q2	$383K	Buy	3,660 +1,540	+73%	+$161K	0.04%	176
2024 Q1	$222K	Buy	+2,120	New	+$223K	0.03%	174
2023 Q2	–	Sell	-2,100	Closed	-$220K	–	184
2023 Q1	$220K	Hold	2,100	–	–	0.05%	162
2022 Q4	$219K	Buy	+2,100	New	+$217K	0.05%	150

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

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

Sax Wealth Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 54% in Q2 2026, buying an estimated $606K and bringing the position to 16,276 shares worth $1.73M. The position accounts for 0.07% of the portfolio, ranked #167.

Sax Wealth Advisors first reported a position in SUB in Q4 2022 and has held it in 12 quarters since. 253 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Sax Wealth Advisors held 16,276 shares of iShares Short-Term National Muni Bond ETF worth $1.73M as of Q2 2026.
Sax Wealth Advisors bought 5,697 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $606K.
iShares Short-Term National Muni Bond ETF made up 0.07% of Sax Wealth Advisors's portfolio in Q2 2026, its #167 holding.
Sax Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 12 quarters since.
253 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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