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

Cornerstone 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	$772K	Sell	7,387 -249	-3%	-$26.4K	0.45%	40
2026 Q2	$813K	Buy	7,636 +52	+0.7%	+$5.54K	0.5%	39
2026 Q1	$806K	Sell	7,584 -1,563	-17%	-$167K	0.52%	39
2025 Q4	$976K	Buy	9,147 +45	+0.5%	+$4.8K	0.68%	33
2025 Q3	$972K	Sell	9,102 -132	-1%	-$14.1K	0.75%	32
2025 Q2	$982K	Buy	9,234 +11	+0.1%	+$1.16K	0.84%	30
2025 Q1	$973K	Sell	9,223 -2,579	-22%	-$273K	0.87%	30
2024 Q4	$1.24M	Buy	+11,802	New	+$1.25M	1.23%	23

Other funds holding SUB

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Cornerstone Financial Group reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 3.3% in Q3 2026, selling an estimated $26.4K and leaving 7,387 shares worth $772K. The position accounts for 0.45% of the portfolio, ranked #40.

Cornerstone Financial Group first reported a position in SUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.24M in Q4 2024. 773 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Cornerstone Financial Group held 7,387 shares of iShares Short-Term National Muni Bond ETF worth $772K as of Q3 2026.
Cornerstone Financial Group sold 249 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $26.4K.
iShares Short-Term National Muni Bond ETF made up 0.45% of Cornerstone Financial Group's portfolio in Q3 2026, its #40 holding.
Cornerstone 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.
Cornerstone Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $1.24M in Q4 2024.
773 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.