Discipline Wealth Solutions’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Discipline Wealth Solutions’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	$686K	Buy	6,561 +1	+0%	+$106	0.06%	105
2026 Q2	$698K	Buy	6,560 +1	+0%	+$106	0.06%	107
2026 Q1	$699K	Sell	6,559 -507	-7%	-$54.3K	0.07%	91
2025 Q4	$754K	Sell	7,066 -1,371	-16%	-$146K	0.14%	81
2025 Q3	$901K	Buy	8,437 +1,543	+22%	+$165K	0.24%	66
2025 Q2	$733K	Buy	+6,894	New	+$728K	0.28%	47

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

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 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

Discipline Wealth Solutions's SUB Position: Q3 2026 in Review

Discipline Wealth Solutions increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.02% in Q3 2026, buying an estimated $106 and bringing the position to 6,561 shares worth $686K. The position accounts for 0.06% of the portfolio, ranked #105.

Discipline Wealth Solutions first reported a position in SUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $901K in Q3 2025. 283 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Discipline Wealth Solutions held 6,561 shares of iShares Short-Term National Muni Bond ETF worth $686K as of Q3 2026.
Discipline Wealth Solutions bought 1 iShares Short-Term National Muni Bond ETF share in Q3 2026, an estimated $106.
iShares Short-Term National Muni Bond ETF made up 0.06% of Discipline Wealth Solutions's portfolio in Q3 2026, its #105 holding.
Discipline Wealth Solutions first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and has held it in 6 quarters since.
Discipline Wealth Solutions's iShares Short-Term National Muni Bond ETF position peaked at $901K in Q3 2025.
283 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.