C.M. Bidwell & Associates’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

C.M. Bidwell & Associates’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 Q2	$1.11M	Buy	10,384 +220	+2%	+$23.4K	0.45%	42
2026 Q1	$1.08M	Buy	10,164 +902	+10%	+$96.5K	0.51%	39
2025 Q4	$988K	Buy	9,262 +203	+2%	+$21.6K	0.47%	40
2025 Q3	$967K	Buy	9,059 +331	+4%	+$35.3K	0.47%	40
2025 Q2	$928K	Sell	8,728 -1,057	-11%	-$112K	0.48%	41
2025 Q1	$1.03M	Buy	9,785 +2,153	+28%	+$228K	0.62%	34
2024 Q4	$805K	Hold	7,632	–	–	0.49%	41
2024 Q3	$810K	Buy	7,632 +426	+6%	+$44.9K	0.5%	42
2024 Q2	$753K	Buy	7,206 +22	+0.3%	+$2.3K	0.5%	42
2024 Q1	$752K	Hold	7,184	–	–	0.51%	42
2023 Q4	$757K	Hold	7,184	–	–	0.56%	38
2023 Q3	$739K	Sell	7,184 -680	-9%	-$70.5K	0.56%	34
2023 Q2	$818K	Buy	7,864 +344	+5%	+$35.8K	0.6%	33
2023 Q1	$787K	Hold	7,520	–	–	0.6%	32
2022 Q4	$784K	Hold	7,520	–	–	0.62%	31
2022 Q3	$772K	Buy	7,520 +5,750	+325%	+$600K	0.64%	35
2022 Q2	$185K	Buy	1,770 +860	+95%	+$89.5K	0.15%	126
2022 Q1	$95K	Buy	910 +375	+70%	+$39.7K	0.06%	244
2021 Q4	$57K	Buy	535 +300	+128%	+$32.2K	0.04%	287
2021 Q3	$25K	Buy	235 +50	+27%	+$5.39K	0.02%	342
2021 Q2	$20K	Hold	185	–	–	0.01%	353
2021 Q1	$20K	Hold	185	–	–	0.01%	349
2020 Q4	$20K	Sell	185 -25	-12%	-$2.7K	0.02%	337
2020 Q3	$23K	Buy	+210	New	+$22.7K	0.02%	301
2019 Q4	–	Sell	-490	Closed	-$52K	–	455
2019 Q3	$52K	Buy	+490	New	+$52.3K	0.05%	249

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

C.M. Bidwell & Associates's SUB Position: Q2 2026 in Review

C.M. Bidwell & Associates increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.2% in Q2 2026, buying an estimated $23.4K and bringing the position to 10,384 shares worth $1.11M. The position accounts for 0.45% of the portfolio, ranked #42.

C.M. Bidwell & Associates first reported a position in SUB in Q3 2019 and has held it in 25 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

C.M. Bidwell & Associates held 10,384 shares of iShares Short-Term National Muni Bond ETF worth $1.11M as of Q2 2026.
C.M. Bidwell & Associates bought 220 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $23.4K.
iShares Short-Term National Muni Bond ETF made up 0.45% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #42 holding.
C.M. Bidwell & Associates first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2019 and has held it in 25 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.