CX Institutional’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

CX Institutional’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	$62.6M	Buy	599,280 +478,996	+398%	+$50.7M	1.7%	7
2026 Q2	$12.8M	Buy	120,284 +117,626	+4,425%	+$12.5M	0.37%	56
2026 Q1	$283K	Sell	2,658 -8,193	-76%	-$877K	0.01%	624
2025 Q4	$1.16M	Buy	10,851 +330	+3%	+$35.2K	0.03%	266
2025 Q3	$1.12M	Buy	10,521 +1,733	+20%	+$185K	0.03%	287
2025 Q2	$935K	Hold	8,788	–	–	0.03%	275
2025 Q1	$928K	Buy	+8,788	New	+$929K	0.04%	276
2022 Q3	–	Sell	-6,548	Closed	-$685K	–	1052
2022 Q2	$685K	Buy	+6,548	New	+$681K	0.05%	276

Other funds holding SUB

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

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

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

IRP

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

CX Institutional's SUB Position: Q3 2026 in Review

CX Institutional increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 398% in Q3 2026, buying an estimated $50.7M and bringing the position to 599,280 shares worth $62.6M. The position accounts for 1.7% of the portfolio, ranked #7.

CX Institutional first reported a position in SUB in Q2 2022 and has held it in 8 quarters since. 196 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

CX Institutional held 599,280 shares of iShares Short-Term National Muni Bond ETF worth $62.6M as of Q3 2026.
CX Institutional bought 478,996 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $50.7M.
iShares Short-Term National Muni Bond ETF made up 1.7% of CX Institutional's portfolio in Q3 2026, its #7 holding.
CX Institutional first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 8 quarters since.
196 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.