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

Cornerstone Planning 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	–	Sell	-105	Closed	-$11.1K	–	1501
2026 Q2	$11.1K	Sell	105 -159	-60%	-$16.9K	﹤0.01%	861
2026 Q1	$28K	Buy	264 +59	+29%	+$6.32K	﹤0.01%	564
2025 Q4	$21.9K	Sell	205 -15	-7%	-$1.6K	﹤0.01%	564
2025 Q3	$23.4K	Buy	220 +166	+307%	+$17.7K	﹤0.01%	530
2025 Q2	$5.79K	Sell	54 -32	-37%	-$3.38K	﹤0.01%	689
2025 Q1	$9.04K	Buy	+86	New	+$9.09K	﹤0.01%	599
2024 Q1	–	Sell	-255	Closed	-$26.9K	–	1186
2023 Q4	$26.9K	Sell	255 -354	-58%	-$36.8K	0.01%	280
2023 Q3	$62.7K	Sell	609 -925	-60%	-$95.9K	0.02%	153
2023 Q2	$160K	Buy	+1,534	New	+$160K	0.06%	99
2022 Q4	$189K	Buy	+1,796	New	+$186K	0.08%	102

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

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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

Cornerstone Planning Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026, closing a stake of 105 shares — an estimated $11.1K sold.

Cornerstone Planning Group first reported a position in SUB in Q4 2022 and held it in 10 quarters. The position peaked at $189K in Q4 2022. 266 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Cornerstone Planning Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 105 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $11.1K.
Cornerstone Planning Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and held it in 10 quarters.
Cornerstone Planning Group's iShares Short-Term National Muni Bond ETF position peaked at $189K in Q4 2022.
266 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.