TFG
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Team Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Team Financial 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 		$418K Buy
3,927
+14
+0.4% +$1.49K 0.18% 34
2026
Q1 		$417K Buy
3,913
+9
+0.2% +$963 0.19% 30
2025
Q4 		$417K Sell
3,904
-128
-3% -$13.6K 0.19% 29
2025
Q3 		$431K Buy
4,032
+14
+0.3% +$1.5K 0.2% 29
2025
Q2 		$427K Buy
4,018
+1,895
+89% +$200K 0.21% 29
2025
Q1 		$224K Buy
2,123
+2
+0.1% +$211 0.13% 39
2024
Q4 		$224K Buy
2,121
+5
+0.2% +$528 0.13% 36
2024
Q3 		$225K Sell
2,116
-382
-15% -$40.3K 0.13% 33
2024
Q2 		$261K Buy
2,498
+9
+0.4% +$940 0.17% 31
2024
Q1 		$261K Sell
2,489
-98
-4% -$10.3K 0.18% 29
2023
Q4 		$273K Sell
2,587
-68
-3% -$7.07K 0.2% 26
2023
Q3 		$273K Buy
+2,655
New +$275K 0.23% 26

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

Team Financial Group's SUB Position: Q2 2026 in Review

Team Financial Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.36% in Q2 2026, buying an estimated $1.49K and bringing the position to 3,927 shares worth $418K. The position accounts for 0.18% of the portfolio, ranked #34.

Team Financial Group first reported a position in SUB in Q3 2023 and has held it in 12 quarters since. The position peaked at $431K in Q3 2025. 333 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Team Financial Group held 3,927 shares of iShares Short-Term National Muni Bond ETF worth $418K as of Q2 2026.
  • Team Financial Group bought 14 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.49K.
  • iShares Short-Term National Muni Bond ETF made up 0.18% of Team Financial Group's portfolio in Q2 2026, its #34 holding.
  • Team Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Team Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $431K in Q3 2025.
  • 333 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.