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

Cosner 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 Q1	$1.05M	Hold	9,873	–	–	0.58%	21
2025 Q4	$1.05M	Sell	9,873 -104	-1%	-$11.1K	0.54%	22
2025 Q3	$1.07M	Hold	9,977	–	–	0.57%	22
2025 Q2	$1.06M	Hold	9,977	–	–	0.59%	22
2025 Q1	$1.05M	Buy	9,977 +932	+10%	+$98.5K	0.64%	22
2024 Q4	$954K	Hold	9,045	–	–	0.6%	23
2024 Q3	$960K	Hold	9,045	–	–	0.62%	22
2024 Q2	$946K	Sell	9,045 -246	-3%	-$25.7K	0.67%	18
2024 Q1	$973K	Buy	9,291 +2,097	+29%	+$220K	0.7%	19
2023 Q4	$758K	Sell	7,194 -6,958	-49%	-$724K	0.64%	23
2023 Q3	$1.46M	Hold	14,152	–	–	1.28%	17
2023 Q2	$1.47M	Buy	+14,152	New	+$1.47M	1.21%	18

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cosner Financial Group's SUB Position: Q1 2026 in Review

Cosner Financial Group held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q1 2026 at 9,873 shares worth $1.05M. The position accounts for 0.58% of the portfolio, ranked #21.

Cosner Financial Group first reported a position in SUB in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.47M in Q2 2023. 884 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Cosner Financial Group held 9,873 shares of iShares Short-Term National Muni Bond ETF worth $1.05M as of Q1 2026.
Cosner Financial Group left its iShares Short-Term National Muni Bond ETF share count unchanged in Q1 2026.
iShares Short-Term National Muni Bond ETF made up 0.58% of Cosner Financial Group's portfolio in Q1 2026, its #21 holding.
Cosner Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2023 and has held it in 12 quarters since.
Cosner Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $1.47M in Q2 2023.
884 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Cosner Financial Group's 13F filing for Q1 2026, filed 1 May 2026.