Wiser Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Wiser Wealth Management’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	$2.48M	Buy	23,276 +3,303	+17%	+$352K	0.47%	18
2026 Q1	$2.13M	Buy	19,973 +163	+0.8%	+$17.4K	0.46%	19
2025 Q4	$2.11M	Buy	19,810 +995	+5%	+$106K	0.47%	18
2025 Q3	$2.01M	Buy	18,815 +3,339	+22%	+$357K	0.46%	19
2025 Q2	$1.65M	Sell	15,476 -142	-0.9%	-$15K	0.41%	22
2025 Q1	$1.65M	Sell	15,618 -872	-5%	-$92.2K	0.46%	19
2024 Q4	$1.74M	Sell	16,490 -497	-3%	-$52.5K	0.49%	18
2024 Q3	$1.8M	Sell	16,987 -1,880	-10%	-$198K	0.52%	19
2024 Q2	$1.97M	Sell	18,867 -3,531	-16%	-$369K	0.61%	16
2024 Q1	$2.35M	Sell	22,398 -1,165	-5%	-$122K	0.77%	11
2023 Q4	$2.48M	Buy	23,563 +14,872	+171%	+$1.55M	0.9%	13
2023 Q3	$894K	Buy	8,691 +112	+1%	+$11.6K	0.36%	24
2023 Q2	$893K	Buy	8,579 +3,422	+66%	+$356K	0.36%	24
2023 Q1	$540K	Buy	5,157 +92	+2%	+$9.6K	0.23%	26
2022 Q4	$528K	Buy	5,065 +805	+19%	+$83.3K	0.24%	32
2022 Q3	$437K	Buy	+4,260	New	+$445K	0.23%	26
2022 Q2	–	Sell	-4,876	Closed	-$510K	–	37
2022 Q1	$510K	Sell	4,876 -197	-4%	-$20.8K	0.24%	24
2021 Q4	$545K	Buy	5,073 +33	+0.7%	+$3.54K	0.27%	23
2021 Q3	$542K	Buy	5,040 +3	+0.1%	+$324	0.29%	23
2021 Q2	$543K	Buy	5,037 +62	+1%	+$6.68K	0.33%	22
2021 Q1	$536K	Buy	+4,975	New	+$537K	0.37%	21

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

Wiser Wealth Management's SUB Position: Q2 2026 in Review

Wiser Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 17% in Q2 2026, buying an estimated $352K and bringing the position to 23,276 shares worth $2.48M. The position accounts for 0.47% of the portfolio, ranked #18.

Wiser Wealth Management first reported a position in SUB in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.48M in Q4 2023. 214 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Wiser Wealth Management held 23,276 shares of iShares Short-Term National Muni Bond ETF worth $2.48M as of Q2 2026.
Wiser Wealth Management bought 3,303 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $352K.
iShares Short-Term National Muni Bond ETF made up 0.47% of Wiser Wealth Management's portfolio in Q2 2026, its #18 holding.
Wiser Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2021 and has held it in 21 quarters since.
Wiser Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $2.48M in Q4 2023.
214 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.