Wealthcare Capital Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Wealthcare Capital Partners’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	$753K	Buy	7,077 +811	+13%	+$86.3K	0.31%	66
2026 Q1	$667K	Buy	6,266 +1,414	+29%	+$151K	0.31%	62
2025 Q4	$518K	Buy	4,852 +499	+11%	+$53.2K	0.24%	83
2025 Q3	$465K	Buy	4,353 +605	+16%	+$64.6K	0.21%	88
2025 Q2	$399K	Sell	3,748 -25	-0.7%	-$2.64K	0.2%	87
2025 Q1	$398K	Sell	3,773 -22	-0.6%	-$2.33K	0.2%	81
2024 Q4	$400K	Buy	+3,795	New	+$401K	0.21%	74

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

Wealthcare Capital Partners's SUB Position: Q2 2026 in Review

Wealthcare Capital Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 13% in Q2 2026, buying an estimated $86.3K and bringing the position to 7,077 shares worth $753K. The position accounts for 0.31% of the portfolio, ranked #66.

Wealthcare Capital Partners first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. 463 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Wealthcare Capital Partners held 7,077 shares of iShares Short-Term National Muni Bond ETF worth $753K as of Q2 2026.
Wealthcare Capital Partners bought 811 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $86.3K.
iShares Short-Term National Muni Bond ETF made up 0.31% of Wealthcare Capital Partners's portfolio in Q2 2026, its #66 holding.
Wealthcare Capital Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
463 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.