Certior Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Certior Financial Group’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	$2.6M	Sell	24,872 -523	-2%	-$55.4K	1.41%	20
2026 Q2	$2.7M	Buy	25,395 +1,406	+6%	+$150K	1.48%	20
2026 Q1	$2.55M	Buy	23,989 +9,447	+65%	+$1.01M	1.63%	13
2025 Q4	$1.55M	Buy	14,542 +1,176	+9%	+$125K	1.05%	29
2025 Q3	$1.43M	Buy	13,366 +659	+5%	+$70.4K	0.95%	28
2025 Q2	$1.35M	Buy	12,707 +569	+5%	+$60.1K	1.01%	27
2025 Q1	$1.28M	Buy	12,138 +3,833	+46%	+$405K	1.04%	28
2024 Q4	$876K	Buy	+8,305	New	+$877K	0.76%	35

Other funds holding SUB

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Certior Financial Group's SUB Position: Q3 2026 in Review

Certior Financial Group reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.1% in Q3 2026, selling an estimated $55.4K and leaving 24,872 shares worth $2.6M. The position accounts for 1.41% of the portfolio, ranked #20.

Certior Financial Group first reported a position in SUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.7M in Q2 2026. 416 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Certior Financial Group held 24,872 shares of iShares Short-Term National Muni Bond ETF worth $2.6M as of Q3 2026.
Certior Financial Group sold 523 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $55.4K.
iShares Short-Term National Muni Bond ETF made up 1.41% of Certior Financial Group's portfolio in Q3 2026, its #20 holding.
Certior Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
Certior Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $2.7M in Q2 2026.
416 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.