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

Walkner Condon 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	$2.3M	Buy	21,582 +14	+0.1%	+$1.49K	0.26%	74
2026 Q1	$2.3M	Buy	21,568 +162	+0.8%	+$17.3K	0.3%	71
2025 Q4	$2.28M	Sell	21,406 -75	-0.3%	-$7.99K	0.32%	70
2025 Q3	$2.29M	Sell	21,481 -168	-0.8%	-$17.9K	0.36%	65
2025 Q2	$2.3M	Sell	21,649 -2,733	-11%	-$289K	0.42%	57
2025 Q1	$2.57M	Sell	24,382 -380	-2%	-$40.2K	0.52%	50
2024 Q4	$2.61M	Sell	24,762 -19	-0.1%	-$2.01K	0.53%	52
2024 Q3	$2.63M	Buy	24,781 +10	+0%	+$1.05K	0.54%	48
2024 Q2	$2.59M	Sell	24,771 -1,001	-4%	-$105K	0.56%	47
2024 Q1	$2.7M	Sell	25,772 -1,177	-4%	-$124K	0.57%	47
2023 Q4	$2.84M	Buy	26,949 +9,253	+52%	+$963K	0.65%	40
2023 Q3	$1.82M	Buy	17,696 +7,790	+79%	+$808K	0.48%	55
2023 Q2	$1.03M	Buy	9,906 +100	+1%	+$10.4K	0.27%	80
2023 Q1	$1.03M	Buy	9,806 +479	+5%	+$50K	0.29%	78
2022 Q4	$972K	Sell	9,327 -2,021	-18%	-$209K	0.29%	76
2022 Q3	$1.17M	Sell	11,348 -258	-2%	-$26.9K	0.38%	67
2022 Q2	$1.22M	Sell	11,606 -746	-6%	-$77.6K	0.38%	64
2022 Q1	$1.29M	Buy	12,352 +4,885	+65%	+$517K	0.37%	64
2021 Q4	$802K	Sell	7,467 -6,706	-47%	-$720K	0.52%	52
2021 Q3	$1.52M	Buy	14,173 +1,066	+8%	+$115K	0.75%	34
2021 Q2	$1.41M	Sell	13,107 -337	-3%	-$36.3K	0.52%	45
2021 Q1	$1.45M	Sell	13,444 -780	-5%	-$84.2K	0.56%	47
2020 Q4	$1.54M	Buy	14,224 +4,472	+46%	+$483K	0.66%	37
2020 Q3	$1.05M	Buy	9,752 +5,023	+106%	+$543K	0.56%	43
2020 Q2	$510K	Buy	4,729 +1,704	+56%	+$182K	0.45%	32
2020 Q1	$322K	Sell	3,025 -494	-14%	-$52.5K	0.34%	41
2019 Q4	$376K	Buy	+3,519	New	+$375K	0.36%	46

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Walkner Condon Financial Advisors's SUB Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.06% in Q2 2026, buying an estimated $1.49K and bringing the position to 21,582 shares worth $2.3M. The position accounts for 0.26% of the portfolio, ranked #74.

Walkner Condon Financial Advisors first reported a position in SUB in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.84M in Q4 2023. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Walkner Condon Financial Advisors held 21,582 shares of iShares Short-Term National Muni Bond ETF worth $2.3M as of Q2 2026.
Walkner Condon Financial Advisors 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 0.26% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #74 holding.
Walkner Condon Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
Walkner Condon Financial Advisors's iShares Short-Term National Muni Bond ETF position peaked at $2.84M in Q4 2023.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.