Avid Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Avid Wealth 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 Q3	$477K	Buy	4,562 +219	+5%	+$23.2K	0.22%	47
2026 Q2	$462K	Sell	4,343 -6,138	-59%	-$653K	0.22%	44
2026 Q1	$1.12M	Sell	10,481 -595	-5%	-$63.7K	0.53%	27
2025 Q4	$1.18M	Sell	11,076 -766	-6%	-$81.6K	0.58%	29
2025 Q3	$1.26M	Sell	11,842 -230	-2%	-$24.6K	0.63%	27
2025 Q2	$1.28M	Buy	12,072 +2,750	+30%	+$290K	0.73%	23
2025 Q1	$984K	Buy	9,322 +4,002	+75%	+$423K	0.67%	24
2024 Q4	$561K	Sell	5,320 -3,758	-41%	-$397K	0.4%	27
2024 Q3	$964K	Buy	9,078 +7,113	+362%	+$750K	0.68%	21
2024 Q2	$205K	Buy	+1,965	New	+$205K	0.16%	38

Other funds holding SUB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

Heritage Investment Group Pompano Beach, Florida $732M AUM 12.6% 1-Year Est. Return

Avid Wealth Partners's SUB Position: Q3 2026 in Review

Avid Wealth Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 5% in Q3 2026, buying an estimated $23.2K and bringing the position to 4,562 shares worth $477K. The position accounts for 0.22% of the portfolio, ranked #47.

Avid Wealth Partners first reported a position in SUB in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.28M in Q2 2025. 504 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Avid Wealth Partners held 4,562 shares of iShares Short-Term National Muni Bond ETF worth $477K as of Q3 2026.
Avid Wealth Partners bought 219 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $23.2K.
iShares Short-Term National Muni Bond ETF made up 0.22% of Avid Wealth Partners's portfolio in Q3 2026, its #47 holding.
Avid Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2024 and has held it in 10 quarters since.
Avid Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $1.28M in Q2 2025.
504 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.