Clune & Associates’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Clune & 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 Q3	$1.87M	Sell	17,844 -2,280	-11%	-$241K	0.29%	58
2026 Q2	$2.14M	Sell	20,124 -11,327	-36%	-$1.21M	0.32%	54
2026 Q1	$3.35M	Sell	31,451 -9,873	-24%	-$1.06M	0.63%	41
2025 Q4	$4.41M	Buy	41,324 +6,379	+18%	+$680K	0.95%	34
2025 Q3	$3.73M	Buy	34,945 +1,318	+4%	+$141K	0.93%	35
2025 Q2	$3.58M	Buy	33,627 +996	+3%	+$105K	0.98%	30
2025 Q1	$3.45M	Buy	32,631 +4,970	+18%	+$525K	1.06%	31
2024 Q4	$2.92M	Buy	+27,661	New	+$2.92M	0.97%	34

Other funds holding SUB

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Clune & Associates's SUB Position: Q3 2026 in Review

Clune & Associates reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 11% in Q3 2026, selling an estimated $241K and leaving 17,844 shares worth $1.87M. The position accounts for 0.29% of the portfolio, ranked #58.

Clune & Associates first reported a position in SUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.41M in Q4 2025. 283 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Clune & Associates held 17,844 shares of iShares Short-Term National Muni Bond ETF worth $1.87M as of Q3 2026.
Clune & Associates sold 2,280 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $241K.
iShares Short-Term National Muni Bond ETF made up 0.29% of Clune & Associates's portfolio in Q3 2026, its #58 holding.
Clune & Associates first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's iShares Short-Term National Muni Bond ETF position peaked at $4.41M in Q4 2025.
283 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.