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

Uptown Financial 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	$206K	Hold	1,935	–	–	0.14%	81
2026 Q1	$206K	Hold	1,935	–	–	0.16%	73
2025 Q4	$206K	Hold	1,935	–	–	0.15%	73
2025 Q3	$207K	Hold	1,935	–	–	0.17%	69
2025 Q2	$206K	Hold	1,935	–	–	0.18%	71
2025 Q1	$204K	Hold	1,935	–	–	0.21%	69
2024 Q4	$204K	Buy	+1,935	New	+$204K	0.22%	60

Other funds holding SUB

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

BMC

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 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

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

BWM

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

WAP

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

Uptown Financial Advisors's SUB Position: Q2 2026 in Review

Uptown Financial Advisors held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 1,935 shares worth $206K. The position accounts for 0.14% of the portfolio, ranked #81.

Uptown Financial Advisors first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $207K in Q3 2025. 271 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Uptown Financial Advisors held 1,935 shares of iShares Short-Term National Muni Bond ETF worth $206K as of Q2 2026.
Uptown Financial Advisors left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.14% of Uptown Financial Advisors's portfolio in Q2 2026, its #81 holding.
Uptown Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Uptown Financial Advisors's iShares Short-Term National Muni Bond ETF position peaked at $207K in Q3 2025.
271 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.