Sowell Financial Services
SUB icon

Sowell Financial Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Sowell Financial Services’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
Q3 		$259K Buy
2,473
+84
+4% +$8.9K 0.01% 979
2026
Q2 		$254K Sell
2,389
-102
-4% -$10.9K 0.01% 949
2026
Q1 		$265K Buy
2,491
+105
+4% +$11.2K 0.01% 880
2025
Q4 		$255K Buy
2,386
+39
+2% +$4.16K 0.01% 900
2025
Q3 		$251K Sell
2,347
-323
-12% -$34.5K 0.01% 892
2025
Q2 		$284K Sell
2,670
-14
-0.5% -$1.48K 0.01% 807
2025
Q1 		$283K Buy
+2,684
New +$284K 0.01% 787
2023
Q4 		– Sell
-24,045
Closed -$2.47M – 576
2023
Q3 		$2.47M Buy
24,045
+1,239
+5% +$129K 0.16% 154
2023
Q2 		$2.37M Buy
22,806
+15,273
+203% +$1.59M 0.13% 177
2023
Q1 		$789K Sell
7,533
-12,882
-63% -$1.34M 0.06% 342
2022
Q4 		$2.13M Buy
20,415
+7,373
+57% +$763K 0.14% 178
2022
Q3 		$1.34M Buy
+13,042
New +$1.36M 0.14% 197
2022
Q1 		– Sell
-10,175
Closed -$1.09M – 477
2021
Q4 		$1.09M Buy
+10,175
New +$1.09M 0.06% 316
2021
Q2 		– Sell
-7,852
Closed -$846K – 2444
2021
Q1 		$846K Sell
7,852
-398
-5% -$43K 0.03% 465
2020
Q4 		$892K Buy
8,250
+264
+3% +$28.5K 0.04% 356
2020
Q3 		$863K Sell
7,986
-1,118
-12% -$121K 0.04% 333
2020
Q2 		$982K Sell
9,104
-22,686
-71% -$2.43M 0.05% 277
2020
Q1 		$3.38M Buy
31,790
+25,837
+434% +$2.75M 0.25% 98
2019
Q4 		$636K Buy
5,953
+2,723
+84% +$290K 0.05% 377
2019
Q3 		$344K Buy
+3,230
New +$345K 0.03% 498
2019
Q1 		$350K Buy
3,304
+277
+9% +$29.3K 0.04% 422
2018
Q4 		$319K Buy
+3,027
New +$317K 0.05% 374

Other funds holding SUB

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Sowell Financial Services's SUB Position: Q3 2026 in Review

Sowell Financial Services increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 3.5% in Q3 2026, buying an estimated $8.9K and bringing the position to 2,473 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #979.

Sowell Financial Services first reported a position in SUB in Q4 2018 and has held it in 22 quarters since. The position peaked at $3.38M in Q1 2020. 258 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Sowell Financial Services held 2,473 shares of iShares Short-Term National Muni Bond ETF worth $259K as of Q3 2026.
  • Sowell Financial Services bought 84 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $8.9K.
  • iShares Short-Term National Muni Bond ETF made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #979 holding.
  • Sowell Financial Services first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2018 and has held it in 22 quarters since.
  • Sowell Financial Services's iShares Short-Term National Muni Bond ETF position peaked at $3.38M in Q1 2020.
  • 258 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.