Delap Wealth Advisory’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Delap Wealth Advisory’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	$551K	Buy	5,275 +1,325	+34%	+$140K	0.19%	56
2026 Q2	$421K	Hold	3,950	–	–	0.14%	61
2026 Q1	$421K	Hold	3,950	–	–	0.16%	60
2025 Q4	$421K	Hold	3,950	–	–	0.16%	64
2025 Q3	$421K	Hold	3,950	–	–	0.18%	58
2025 Q2	$420K	Hold	3,950	–	–	0.2%	50
2025 Q1	$417K	Buy	3,950 +142	+4%	+$15K	0.23%	49
2024 Q4	$402K	Buy	3,808 +71	+2%	+$7.5K	0.24%	46
2024 Q3	$397K	Hold	3,737	–	–	0.25%	39
2024 Q2	$391K	Buy	3,737 +172	+5%	+$18K	0.18%	62
2024 Q1	$373K	Sell	3,565 -3,565	-50%	-$374K	0.15%	113
2023 Q4	$752K	Buy	7,130 +3,565	+100%	+$371K	0.34%	37
2023 Q3	$367K	Hold	3,565	–	–	0.35%	34
2023 Q2	$371K	Sell	3,565 -3,528	-50%	-$367K	0.36%	32
2023 Q1	$742K	Sell	7,093 -100	-1%	-$10.4K	0.76%	23
2022 Q4	$750K	Buy	+7,193	New	+$745K	0.78%	23

Other funds holding SUB

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

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

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Delap Wealth Advisory's SUB Position: Q3 2026 in Review

Delap Wealth Advisory increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 34% in Q3 2026, buying an estimated $140K and bringing the position to 5,275 shares worth $551K. The position accounts for 0.19% of the portfolio, ranked #56.

Delap Wealth Advisory first reported a position in SUB in Q4 2022 and has held it in 16 quarters since. The position peaked at $752K in Q4 2023. 431 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Delap Wealth Advisory held 5,275 shares of iShares Short-Term National Muni Bond ETF worth $551K as of Q3 2026.
Delap Wealth Advisory bought 1,325 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $140K.
iShares Short-Term National Muni Bond ETF made up 0.19% of Delap Wealth Advisory's portfolio in Q3 2026, its #56 holding.
Delap Wealth Advisory first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 16 quarters since.
Delap Wealth Advisory's iShares Short-Term National Muni Bond ETF position peaked at $752K in Q4 2023.
431 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.