Brookstone Capital Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Brookstone Capital 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	$15.4M	Buy	147,296 +2,813	+2%	+$298K	0.15%	156
2026 Q2	$15.4M	Buy	144,483 +19,641	+16%	+$2.09M	0.15%	159
2026 Q1	$13.3M	Buy	124,842 +13,781	+12%	+$1.48M	0.15%	167
2025 Q4	$11.9M	Buy	111,061 +10,165	+10%	+$1.08M	0.14%	184
2025 Q3	$10.8M	Buy	100,896 +22,926	+29%	+$2.45M	0.13%	198
2025 Q2	$8.29M	Buy	77,970 +4,859	+7%	+$513K	0.11%	209
2025 Q1	$7.72M	Buy	73,111 +10,839	+17%	+$1.15M	0.11%	210
2024 Q4	$6.57M	Sell	62,272 -376	-0.6%	-$39.7K	0.1%	223
2024 Q3	$6.65M	Buy	62,648 +3,856	+7%	+$407K	0.1%	212
2024 Q2	$6.18M	Sell	58,792 -1,851	-3%	-$193K	0.1%	202
2024 Q1	$6.35M	Buy	60,643 +5,001	+9%	+$525K	0.11%	192
2023 Q4	$5.87M	Buy	55,642 +2,812	+5%	+$293K	0.11%	183
2023 Q3	$5.43M	Buy	52,830 +3,966	+8%	+$411K	0.12%	173
2023 Q2	$5.08M	Buy	48,864 +5,083	+12%	+$529K	0.1%	191
2023 Q1	$4.58M	Buy	43,781 +8,371	+24%	+$874K	0.09%	194
2022 Q4	$3.7M	Buy	35,410 +7,561	+27%	+$783K	0.08%	208
2022 Q3	$2.87M	Buy	27,849 +3,104	+13%	+$324K	0.07%	228
2022 Q2	$2.59M	Buy	24,745 +14,575	+143%	+$1.52M	0.06%	253
2022 Q1	$1.06M	Buy	+10,170	New	+$1.08M	0.02%	406
2021 Q2	–	Sell	-1,859	Closed	-$200K	–	752
2021 Q1	$200K	Hold	1,859	–	–	0.01%	478
2020 Q4	$201K	Hold	1,859	–	–	0.01%	445
2020 Q3	$201K	Sell	1,859 -160	-8%	-$17.3K	0.01%	414
2020 Q2	$218K	Sell	2,019 -8	-0.4%	-$857	0.01%	328
2020 Q1	$215K	Sell	2,027 -1,788	-47%	-$190K	0.01%	288
2019 Q4	$407K	Buy	3,815 +956	+33%	+$102K	0.02%	302
2019 Q3	$305K	Buy	+2,859	New	+$305K	0.02%	338

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

Brookstone Capital Management's SUB Position: Q3 2026 in Review

Brookstone Capital Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.9% in Q3 2026, buying an estimated $298K and bringing the position to 147,296 shares worth $15.4M. The position accounts for 0.15% of the portfolio, ranked #156.

Brookstone Capital Management first reported a position in SUB in Q3 2019 and has held it in 26 quarters since. 666 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Brookstone Capital Management held 147,296 shares of iShares Short-Term National Muni Bond ETF worth $15.4M as of Q3 2026.
Brookstone Capital Management bought 2,813 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $298K.
iShares Short-Term National Muni Bond ETF made up 0.15% of Brookstone Capital Management's portfolio in Q3 2026, its #156 holding.
Brookstone Capital Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2019 and has held it in 26 quarters since.
666 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.