Advus Financial Partners, LLC’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Advus Financial Partners, 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	$2.08M	Buy	19,515 +26	+0.1%	+$2.77K	0.47%	44
2026 Q1	$2.08M	Buy	19,489 +1,414	+8%	+$151K	0.52%	41
2025 Q4	$1.93M	Buy	18,075 +1,309	+8%	+$139K	0.47%	43
2025 Q3	$1.79M	Sell	16,766 -696	-4%	-$74.3K	0.43%	45
2025 Q2	$1.86M	Sell	17,462 -526	-3%	-$55.6K	0.47%	37
2025 Q1	$1.9M	Buy	17,988 +132	+0.7%	+$14K	0.53%	33
2024 Q4	$1.88M	Buy	17,856 +691	+4%	+$73K	0.53%	37
2024 Q3	$1.82M	Buy	17,165 +979	+6%	+$103K	0.52%	33
2024 Q2	$1.69M	Sell	16,186 -67	-0.4%	-$7K	0.52%	37
2024 Q1	$1.7M	Buy	16,253 +2,957	+22%	+$310K	0.53%	34
2023 Q4	$1.4M	Sell	13,296 -237	-2%	-$24.7K	0.48%	38
2023 Q3	$1.39M	Sell	13,533 -4,173	-24%	-$433K	0.55%	32
2023 Q2	$1.84M	Sell	17,706 -12,214	-41%	-$1.27M	0.71%	30
2023 Q1	$3.13M	Sell	29,920 -106,635	-78%	-$11.1M	1.3%	21
2022 Q4	$14.2M	Buy	136,555 +132,346	+3,144%	+$13.7M	6.2%	2
2022 Q3	$432K	Buy	4,209 +1,694	+67%	+$177K	0.23%	67
2022 Q2	$263K	Buy	+2,515	New	+$262K	0.14%	100

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

Advus Financial Partners, LLC's SUB Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.13% in Q2 2026, buying an estimated $2.77K and bringing the position to 19,515 shares worth $2.08M. The position accounts for 0.47% of the portfolio, ranked #44.

Advus Financial Partners, LLC first reported a position in SUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.2M in Q4 2022. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Advus Financial Partners, LLC held 19,515 shares of iShares Short-Term National Muni Bond ETF worth $2.08M as of Q2 2026.
Advus Financial Partners, LLC bought 26 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $2.77K.
iShares Short-Term National Muni Bond ETF made up 0.47% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #44 holding.
Advus Financial Partners, LLC first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
Advus Financial Partners, LLC's iShares Short-Term National Muni Bond ETF position peaked at $14.2M in Q4 2022.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.