VALEN PRIVATE CAPITAL, LLC’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

VALEN PRIVATE CAPITAL, LLC’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	$11M	Buy	+105,255	New	+$11.1M	3.4%	7

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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

VALEN PRIVATE CAPITAL, LLC's SUB Position: Q3 2026 in Review

VALEN PRIVATE CAPITAL, LLC opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026: 105,255 shares worth $11M. The stake represents 3.4% of the portfolio and ranks #7 among its holdings.

311 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

VALEN PRIVATE CAPITAL, LLC held 105,255 shares of iShares Short-Term National Muni Bond ETF worth $11M as of Q3 2026.
iShares Short-Term National Muni Bond ETF was a new VALEN PRIVATE CAPITAL, LLC position in Q3 2026.
iShares Short-Term National Muni Bond ETF made up 3.4% of VALEN PRIVATE CAPITAL, LLC's portfolio in Q3 2026, its #7 holding.
311 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on VALEN PRIVATE CAPITAL, LLC's 13F filing for Q3 2026, filed 23 Oct 2026.