Syntegra Private Wealth Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Syntegra Private Wealth Group’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	$7.03M	Buy	65,984 +16,519	+33%	+$1.76M	0.54%	22
2026 Q1	$5.27M	Buy	49,465 +5,235	+12%	+$560K	0.5%	26
2025 Q4	$4.72M	Buy	44,230 +7,239	+20%	+$771K	0.43%	28
2025 Q3	$3.95M	Buy	36,991 +19,935	+117%	+$2.13M	0.37%	31
2025 Q2	$1.81M	Buy	17,056 +10,870	+176%	+$1.15M	0.19%	42
2025 Q1	$653K	Buy	+6,186	New	+$654K	0.08%	68
2023 Q4	–	Sell	-2,096	Closed	-$216K	–	133
2023 Q3	$216K	Sell	2,096 -1,638	-44%	-$170K	0.03%	119
2023 Q2	$388K	Hold	3,734	–	–	0.06%	84
2023 Q1	$391K	Sell	3,734 -403	-10%	-$42.1K	0.07%	85
2022 Q4	$431K	Buy	+4,137	New	+$428K	0.09%	64

Other funds holding SUB

HIG

Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

Syntegra Private Wealth Group's SUB Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 33% in Q2 2026, buying an estimated $1.76M and bringing the position to 65,984 shares worth $7.03M. The position accounts for 0.54% of the portfolio, ranked #22.

Syntegra Private Wealth Group first reported a position in SUB in Q4 2022 and has held it in 10 quarters since. 463 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Syntegra Private Wealth Group held 65,984 shares of iShares Short-Term National Muni Bond ETF worth $7.03M as of Q2 2026.
Syntegra Private Wealth Group bought 16,519 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.76M.
iShares Short-Term National Muni Bond ETF made up 0.54% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #22 holding.
Syntegra Private Wealth Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 10 quarters since.
463 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.