BCO Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

BCO Wealth Management’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	$4.59M	Buy	43,896 +4,435	+11%	+$470K	2.47%	9
2026 Q2	$4.2M	Buy	39,461 +2,295	+6%	+$244K	2.29%	9
2026 Q1	$3.96M	Buy	37,166 +3,706	+11%	+$397K	2.38%	9
2025 Q4	$3.57M	Buy	33,460 +8,147	+32%	+$868K	2.19%	10
2025 Q3	$2.7M	Buy	25,313 +2,136	+9%	+$228K	1.78%	10
2025 Q2	$2.46M	Buy	23,177 +2,305	+11%	+$243K	1.76%	10
2025 Q1	$2.2M	Buy	20,872 +2,684	+15%	+$284K	1.73%	10
2024 Q4	$1.92M	Buy	+18,188	New	+$1.92M	1.6%	11

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

BCO Wealth Management's SUB Position: Q3 2026 in Review

BCO Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 11% in Q3 2026, buying an estimated $470K and bringing the position to 43,896 shares worth $4.59M. The position accounts for 2.47% of the portfolio, ranked #9.

BCO Wealth Management first reported a position in SUB in Q4 2024 and has held it in 8 quarters since. 416 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

BCO Wealth Management held 43,896 shares of iShares Short-Term National Muni Bond ETF worth $4.59M as of Q3 2026.
BCO Wealth Management bought 4,435 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $470K.
iShares Short-Term National Muni Bond ETF made up 2.47% of BCO Wealth Management's portfolio in Q3 2026, its #9 holding.
BCO Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
416 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.