Diversified Enterprises’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.16M Sell
11,058
-479
-4% -$50.7K 0.05% 152
2026
Q2
$1.23M Sell
11,537
-266
-2% -$28.3K 0.06% 138
2026
Q1
$1.26M Buy
11,803
+625
+6% +$66.9K 0.07% 131
2025
Q4
$1.19M Buy
11,178
+777
+7% +$82.8K 0.07% 112
2025
Q3
$1.11M Buy
10,401
+76
+0.7% +$8.12K 0.07% 91
2025
Q2
$1.1M Buy
10,325
+121
+1% +$12.8K 0.08% 89
2025
Q1
$1.08M Buy
10,204
+7,489
+276% +$792K 0.09% 88
2024
Q4
$286K Sell
2,715
-754
-22% -$79.6K 0.03% 194
2024
Q3
$368K Buy
+3,469
New +$366K 0.04% 154

Other funds holding SUB

Diversified Enterprises's SUB Position: Q3 2026 in Review

Diversified Enterprises reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 4.2% in Q3 2026, selling an estimated $50.7K and leaving 11,058 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #152.

Diversified Enterprises first reported a position in SUB in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.26M in Q1 2026. 431 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Diversified Enterprises held 11,058 shares of iShares Short-Term National Muni Bond ETF worth $1.16M as of Q3 2026.
  • Diversified Enterprises sold 479 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $50.7K.
  • iShares Short-Term National Muni Bond ETF made up 0.05% of Diversified Enterprises's portfolio in Q3 2026, its #152 holding.
  • Diversified Enterprises first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • Diversified Enterprises's iShares Short-Term National Muni Bond ETF position peaked at $1.26M in Q1 2026.
  • 431 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.