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

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

Brown Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 9% in Q3 2026, buying an estimated $1.6M and bringing the position to 183,257 shares worth $19.2M. The position accounts for 4.2% of the portfolio, ranked #7.

Brown Wealth Management first reported a position in SUB in Q2 2023 and has held it in 14 quarters since. 231 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

• Brown Wealth Management held 183,257 shares of iShares Short-Term National Muni Bond ETF worth $19.2M as of Q3 2026.
• Brown Wealth Management bought 15,152 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $1.6M.
• iShares Short-Term National Muni Bond ETF made up 4.2% of Brown Wealth Management's portfolio in Q3 2026, its #7 holding.
• Brown Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2023 and has held it in 14 quarters since.
• 231 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.