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

Baldwin 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	$276K	Hold	2,640	–	–	0.02%	194
2026 Q2	$281K	Hold	2,640	–	–	0.02%	193
2026 Q1	$281K	Hold	2,640	–	–	0.02%	188
2025 Q4	$282K	Buy	+2,640	New	+$281K	0.02%	209
2024 Q4	–	Sell	-2,640	Closed	-$280K	–	911
2024 Q3	$280K	Buy	+2,640	New	+$279K	0.02%	280
2024 Q2	–	Sell	-2,640	Closed	-$276K	–	821
2024 Q1	$276K	Buy	2,640 +425	+19%	+$44.6K	0.02%	187
2023 Q4	$234K	Hold	2,215	–	–	0.02%	200
2023 Q3	$228K	Hold	2,215	–	–	0.02%	210
2023 Q2	$230K	Hold	2,215	–	–	0.02%	225
2023 Q1	$232K	Buy	+2,215	New	+$231K	0.02%	226
2022 Q3	–	Sell	-184	Closed	-$19K	–	700
2022 Q2	$19K	Hold	184	–	–	﹤0.01%	480
2022 Q1	$19K	Buy	+184	New	+$19.5K	﹤0.01%	484

Other funds holding SUB

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

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

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

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

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

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

Baldwin Wealth Partners held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q3 2026 at 2,640 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #194.

Baldwin Wealth Partners first reported a position in SUB in Q1 2022 and has held it in 12 quarters since. The position peaked at $282K in Q4 2025. 431 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Baldwin Wealth Partners held 2,640 shares of iShares Short-Term National Muni Bond ETF worth $276K as of Q3 2026.
Baldwin Wealth Partners left its iShares Short-Term National Muni Bond ETF share count unchanged in Q3 2026.
iShares Short-Term National Muni Bond ETF made up 0.02% of Baldwin Wealth Partners's portfolio in Q3 2026, its #194 holding.
Baldwin Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and has held it in 12 quarters since.
Baldwin Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $282K in Q4 2025.
431 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.