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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

C.M. Bidwell & Associates's SUB Position: Q1 2026 in Review

C.M. Bidwell & Associates increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 9.7% in Q1 2026, buying an estimated $96.5K and bringing the position to 10,164 shares worth $1.08M. The position accounts for 0.51% of the portfolio, ranked #39.

C.M. Bidwell & Associates first reported a position in SUB in Q3 2019 and has held it in 24 quarters since. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • C.M. Bidwell & Associates held 10,164 shares of iShares Short-Term National Muni Bond ETF worth $1.08M as of Q1 2026.
  • C.M. Bidwell & Associates bought 902 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $96.5K.
  • iShares Short-Term National Muni Bond ETF made up 0.51% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #39 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 24 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.