Apeiron RIA’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Apeiron RIA’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 Q3	$1.78M	Buy	17,043 +7,669	+82%	+$812K	0.41%	49
2026 Q2	$998K	Sell	9,374 -7,946	-46%	-$846K	0.26%	63
2026 Q1	$1.84M	Buy	17,320 +588	+4%	+$62.9K	0.43%	50
2025 Q4	$1.79M	Sell	16,732 -357	-2%	-$38K	0.36%	61
2025 Q3	$1.82M	Sell	17,089 -243	-1%	-$25.9K	0.41%	57
2025 Q2	$1.84M	Buy	17,332 +55	+0.3%	+$5.81K	0.47%	55
2025 Q1	$1.82M	Sell	17,277 -146	-0.8%	-$15.4K	0.55%	44
2024 Q4	$1.84M	Buy	17,423 +403	+2%	+$42.6K	0.51%	41
2024 Q3	$1.81M	Buy	17,020 +744	+5%	+$78.5K	0.52%	39
2024 Q2	$1.7M	Buy	16,276 +136	+0.8%	+$14.2K	0.52%	42
2024 Q1	$1.69M	Sell	16,140 -608	-4%	-$63.8K	0.49%	44
2023 Q4	$1.77M	Sell	16,748 -6,433	-28%	-$669K	0.55%	41
2023 Q3	$2.38M	Buy	23,181 +20	+0.1%	+$2.07K	0.81%	32
2023 Q2	$2.41M	Sell	23,161 -339	-1%	-$35.3K	0.82%	30
2023 Q1	$2.46M	Buy	23,500 +9,846	+72%	+$1.03M	0.85%	28
2022 Q4	$1.42M	Buy	13,654 +3,237	+31%	+$335K	0.54%	40
2022 Q3	$1.07M	Sell	10,417 -2,514	-19%	-$262K	0.49%	42
2022 Q2	$3.79M	Buy	12,931 +8,389	+185%	+$873K	1.06%	9
2022 Q1	$472K	Sell	4,542 -4,026	-47%	-$426K	0.23%	86
2021 Q4	$920K	Buy	+8,568	New	+$920K	0.38%	53

Other funds holding SUB

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Apeiron RIA's SUB Position: Q3 2026 in Review

Apeiron RIA increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 82% in Q3 2026, buying an estimated $812K and bringing the position to 17,043 shares worth $1.78M. The position accounts for 0.41% of the portfolio, ranked #49.

Apeiron RIA first reported a position in SUB in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.79M in Q2 2022. 311 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Apeiron RIA held 17,043 shares of iShares Short-Term National Muni Bond ETF worth $1.78M as of Q3 2026.
Apeiron RIA bought 7,669 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $812K.
iShares Short-Term National Muni Bond ETF made up 0.41% of Apeiron RIA's portfolio in Q3 2026, its #49 holding.
Apeiron RIA first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 20 quarters since.
Apeiron RIA's iShares Short-Term National Muni Bond ETF position peaked at $3.79M in Q2 2022.
311 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.