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

Stewardship 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 		$1.37M Buy
12,826
+1,899
+17% +$202K 0.28% 48
2026
Q1 		$1.16M Sell
10,927
-2,316
-17% -$248K 0.27% 51
2025
Q4 		$1.41M Buy
13,243
+108
+0.8% +$11.5K 0.33% 44
2025
Q3 		$1.4M Buy
13,135
+3,000
+30% +$320K 0.33% 44
2025
Q2 		$1.08M Buy
10,135
+3,818
+60% +$403K 0.27% 49
2025
Q1 		$667K Sell
6,317
-19
-0.3% -$2.01K 0.18% 58
2024
Q4 		$668K Buy
6,336
+887
+16% +$93.7K 0.19% 71
2024
Q3 		$579K Buy
+5,449
New +$575K 0.16% 72

Other funds holding SUB

HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 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

Stewardship Advisors's SUB Position: Q2 2026 in Review

Stewardship Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 17% in Q2 2026, buying an estimated $202K and bringing the position to 12,826 shares worth $1.37M. The position accounts for 0.28% of the portfolio, ranked #48.

Stewardship Advisors first reported a position in SUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.41M in Q4 2025. 455 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Stewardship Advisors held 12,826 shares of iShares Short-Term National Muni Bond ETF worth $1.37M as of Q2 2026.
  • Stewardship Advisors bought 1,899 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $202K.
  • iShares Short-Term National Muni Bond ETF made up 0.28% of Stewardship Advisors's portfolio in Q2 2026, its #48 holding.
  • Stewardship Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Stewardship Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.41M in Q4 2025.
  • 455 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.