CAP Partners LLC
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CAP Partners LLC’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

CAP Partners LLC’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 		$376K Buy
3,593
+83
+2% +$8.79K 0.17% 112
2026
Q2 		$374K Buy
3,510
+93
+3% +$9.9K 0.18% 111
2026
Q1 		$364K Buy
3,417
+164
+5% +$17.6K 0.21% 104
2025
Q4 		$347K Buy
3,253
+230
+8% +$24.5K 0.2% 106
2025
Q3 		$323K Buy
3,023
+83
+3% +$8.86K 0.18% 104
2025
Q2 		$313K Buy
2,940
+98
+3% +$10.4K 0.2% 102
2025
Q1 		$300K Buy
2,842
+60
+2% +$6.34K 0.22% 99
2024
Q4 		$293K Sell
2,782
-149
-5% -$15.7K 0.21% 102
2024
Q3 		$311K Sell
2,931
-7
-0.2% -$739 0.23% 99
2024
Q2 		$307K Buy
2,938
+85
+3% +$8.88K 0.25% 94
2024
Q1 		$299K Buy
2,853
+5
+0.2% +$525 0.26% 90
2023
Q4 		$300K Buy
+2,848
New +$296K 0.3% 71

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Apella Capital
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

CAP Partners LLC's SUB Position: Q3 2026 in Review

CAP Partners LLC increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.4% in Q3 2026, buying an estimated $8.79K and bringing the position to 3,593 shares worth $376K. The position accounts for 0.17% of the portfolio, ranked #112.

CAP Partners LLC first reported a position in SUB in Q4 2023 and has held it in 12 quarters since. 258 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • CAP Partners LLC held 3,593 shares of iShares Short-Term National Muni Bond ETF worth $376K as of Q3 2026.
  • CAP Partners LLC bought 83 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $8.79K.
  • iShares Short-Term National Muni Bond ETF made up 0.17% of CAP Partners LLC's portfolio in Q3 2026, its #112 holding.
  • CAP Partners LLC first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.