Aspen Wealth Strategies’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Aspen Wealth Strategies’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 Q1	$644K	Buy	6,050 +40	+0.7%	+$4.28K	0.34%	47
2025 Q4	$641K	Sell	6,010 -120	-2%	-$12.8K	0.35%	39
2025 Q3	$655K	Buy	6,130 +178	+3%	+$19K	0.36%	38
2025 Q2	$633K	Buy	5,952 +1,074	+22%	+$113K	0.38%	42
2025 Q1	$515K	Hold	4,878	–	–	0.34%	48
2024 Q4	$514K	Buy	4,878 +1	+0%	+$106	0.33%	48
2024 Q3	$518K	Sell	4,877 -52	-1%	-$5.49K	0.33%	44
2024 Q2	$518K	Buy	4,929 +18	+0.4%	+$1.88K	0.36%	45
2024 Q1	$514K	Buy	4,911 +81	+2%	+$8.51K	0.36%	44
2023 Q4	$509K	Buy	4,830 +76	+2%	+$7.91K	0.37%	42
2023 Q3	$489K	Buy	4,754 +238	+5%	+$24.7K	0.38%	35
2023 Q2	$470K	Hold	4,516	–	–	0.36%	39
2023 Q1	$473K	Buy	+4,516	New	+$471K	0.37%	40

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Aspen Wealth Strategies's SUB Position: Q1 2026 in Review

Aspen Wealth Strategies increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.67% in Q1 2026, buying an estimated $4.28K and bringing the position to 6,050 shares worth $644K. The position accounts for 0.34% of the portfolio, ranked #47.

Aspen Wealth Strategies first reported a position in SUB in Q1 2023 and has held it in 13 quarters since. The position peaked at $655K in Q3 2025. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Aspen Wealth Strategies held 6,050 shares of iShares Short-Term National Muni Bond ETF worth $644K as of Q1 2026.
Aspen Wealth Strategies bought 40 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $4.28K.
iShares Short-Term National Muni Bond ETF made up 0.34% of Aspen Wealth Strategies's portfolio in Q1 2026, its #47 holding.
Aspen Wealth Strategies first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and has held it in 13 quarters since.
Aspen Wealth Strategies's iShares Short-Term National Muni Bond ETF position peaked at $655K in Q3 2025.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.