Blake Schutter Theil Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$794K	Hold	7,593	–	–	0.55%	37
2026 Q2	$808K	Hold	7,593	–	–	0.55%	41
2026 Q1	$809K	Hold	7,593	–	–	0.66%	35
2025 Q4	$810K	Hold	7,593	–	–	0.67%	33
2025 Q3	$811K	Hold	7,593	–	–	0.8%	31
2025 Q2	$807K	Hold	7,593	–	–	0.92%	27
2025 Q1	$802K	Hold	7,593	–	–	0.91%	30
2024 Q4	$801K	Hold	7,593	–	–	0.85%	27
2024 Q3	$806K	Buy	+7,593	New	+$801K	0.58%	50

Other funds holding SUB

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's SUB Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q3 2026 at 7,593 shares worth $794K. The position accounts for 0.55% of the portfolio, ranked #37.

Blake Schutter Theil Wealth Advisors first reported a position in SUB in Q3 2024 and has held it in 9 quarters since. The position peaked at $811K in Q3 2025. 659 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 7,593 shares of iShares Short-Term National Muni Bond ETF worth $794K as of Q3 2026.
Blake Schutter Theil Wealth Advisors left its iShares Short-Term National Muni Bond ETF share count unchanged in Q3 2026.
iShares Short-Term National Muni Bond ETF made up 0.55% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #37 holding.
Blake Schutter Theil Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and has held it in 9 quarters since.
Blake Schutter Theil Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $811K in Q3 2025.
659 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.