RAFFA WEALTH MANAGEMENT, LLC’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$609K	Buy	5,722 +2,162	+61%	+$230K	0.08%	54
2026 Q1	$379K	Buy	3,560 +1,998	+128%	+$214K	0.06%	66
2025 Q4	$167K	Buy	1,562 +674	+76%	+$71.8K	0.03%	99
2025 Q3	$94.8K	Sell	888 -358	-29%	-$38.2K	0.02%	114
2025 Q2	$133K	Buy	1,246 +726	+140%	+$76.7K	0.03%	107
2025 Q1	$54.9K	Sell	520 -8	-2%	-$846	0.01%	141
2024 Q4	$55.7K	Sell	528 -67	-11%	-$7.08K	0.01%	140
2024 Q3	$63.2K	Sell	595 -457	-43%	-$48.2K	0.02%	131
2024 Q2	$110K	Sell	1,052 -47	-4%	-$4.91K	0.03%	137
2024 Q1	$115K	Buy	1,099 +135	+14%	+$14.2K	0.03%	133
2023 Q4	$102K	Buy	964 +351	+57%	+$36.5K	0.03%	102
2023 Q3	$63K	Buy	613 +192	+46%	+$19.9K	0.02%	113
2023 Q2	$43.8K	Sell	421 -236	-36%	-$24.6K	0.01%	141
2023 Q1	$68.8K	Buy	657 +8	+1%	+$835	0.03%	122
2022 Q4	$67.6K	Buy	649 +291	+81%	+$30.1K	0.03%	115
2022 Q3	$36.8K	Buy	358 +153	+75%	+$16K	0.02%	158
2022 Q2	$21.5K	Hold	205	–	–	0.01%	197
2022 Q1	$21.4K	Buy	205 +1	+0.5%	+$106	0.01%	208
2021 Q4	$22K	Hold	204	–	–	0.01%	211
2021 Q3	$22K	Hold	204	–	–	0.01%	182
2021 Q2	$22K	Buy	204 +1	+0.5%	+$108	0.01%	186
2021 Q1	$21.9K	Buy	+203	New	+$21.9K	0.01%	188
2017 Q4	–	Sell	-90	Closed	-$9.54K	–	283
2017 Q3	$9.54K	Hold	90	–	–	﹤0.01%	203
2017 Q2	$9.52K	Hold	90	–	–	﹤0.01%	199
2017 Q1	$9.5K	Hold	90	–	–	﹤0.01%	175
2016 Q4	$9.46K	Hold	90	–	–	0.01%	181
2016 Q3	$9.54K	Hold	90	–	–	0.01%	181
2016 Q2	$9.57K	Hold	90	–	–	0.01%	174
2016 Q1	$9.55K	Hold	90	–	–	0.01%	185
2015 Q4	$9.54K	Hold	90	–	–	0.01%	174
2015 Q3	$9.53K	Hold	90	–	–	0.01%	173
2015 Q2	$9.51K	Hold	90	–	–	0.01%	166
2015 Q1	$9.52K	Hold	90	–	–	0.01%	144
2014 Q4	$9.53K	Hold	90	–	–	0.01%	146
2014 Q3	$9.56K	Hold	90	–	–	0.01%	147
2014 Q2	$9.56K	Hold	90	–	–	0.01%	138
2014 Q1	$9.56K	Hold	90	–	–	0.01%	133
2013 Q4	$9.53K	Buy	+90	New	+$9.56K	0.01%	146

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

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SUB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 61% in Q2 2026, buying an estimated $230K and bringing the position to 5,722 shares worth $609K. The position accounts for 0.08% of the portfolio, ranked #54.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SUB in Q4 2013 and has held it in 38 quarters since. 362 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 5,722 shares of iShares Short-Term National Muni Bond ETF worth $609K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 2,162 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $230K.
iShares Short-Term National Muni Bond ETF made up 0.08% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #54 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2013 and has held it in 38 quarters since.
362 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.