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

SOA 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	$4.47K	Buy	+42	New	+$4.47K	﹤0.01%	714

Other funds holding SUB

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return

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

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

SOA Wealth Advisors opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 42 shares worth $4.47K. The stake represents ﹤0.01% of the portfolio and ranks #714 among its holdings.

238 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

SOA Wealth Advisors held 42 shares of iShares Short-Term National Muni Bond ETF worth $4.47K as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new SOA Wealth Advisors position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #714 holding.
238 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.