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

Scott Capital 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 		$606K Buy
5,693
+329
+6% +$35K 0.09% 44
2026
Q1 		$572K Sell
5,364
-2,038
-28% -$218K 0.12% 41
2025
Q4 		$790K Sell
7,402
-2,650
-26% -$282K 0.18% 34
2025
Q3 		$1.07M Buy
10,052
+738
+8% +$78.8K 0.24% 28
2025
Q2 		$991K Buy
9,314
+804
+9% +$84.9K 0.27% 27
2025
Q1 		$899K Buy
8,510
+91
+1% +$9.62K 0.27% 27
2024
Q4 		$887K Sell
8,419
-1,728
-17% -$183K 0.25% 29
2024
Q3 		$1.08M Buy
10,147
+545
+6% +$57.5K 0.31% 25
2024
Q2 		$1.01M Sell
9,602
-2,235
-19% -$233K 0.3% 26
2024
Q1 		$1.24M Buy
11,837
+747
+7% +$78.4K 0.38% 23
2023
Q4 		$1.17M Buy
11,090
+429
+4% +$44.6K 0.39% 22
2023
Q3 		$1.1M Buy
10,661
+1,298
+14% +$135K 0.44% 22
2023
Q2 		$974K Buy
9,363
+848
+10% +$88.3K 0.42% 22
2023
Q1 		$891K Buy
8,515
+2,562
+43% +$267K 0.43% 23
2022
Q4 		$621K Buy
+5,953
New +$616K 0.35% 25

Other funds holding SUB

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
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
GI
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

Scott Capital Advisors's SUB Position: Q2 2026 in Review

Scott Capital Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 6.1% in Q2 2026, buying an estimated $35K and bringing the position to 5,693 shares worth $606K. The position accounts for 0.09% of the portfolio, ranked #44.

Scott Capital Advisors first reported a position in SUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.24M in Q1 2024. 333 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Scott Capital Advisors held 5,693 shares of iShares Short-Term National Muni Bond ETF worth $606K as of Q2 2026.
  • Scott Capital Advisors bought 329 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $35K.
  • iShares Short-Term National Muni Bond ETF made up 0.09% of Scott Capital Advisors's portfolio in Q2 2026, its #44 holding.
  • Scott Capital Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Scott Capital Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.24M in Q1 2024.
  • 333 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.