Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Dynamic Advisor 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 		$4.84M Buy
46,342
+9,278
+25% +$983K 0.14% 161
2026
Q2 		$3.95M Buy
37,064
+2,948
+9% +$314K 0.11% 195
2026
Q1 		$3.63M Buy
34,116
+1,799
+6% +$193K 0.11% 196
2025
Q4 		$3.45M Sell
32,317
-1,828
-5% -$195K 0.11% 197
2025
Q3 		$3.65M Buy
34,145
+792
+2% +$84.6K 0.11% 211
2025
Q2 		$3.55M Sell
33,353
-2,864
-8% -$303K 0.11% 211
2025
Q1 		$3.82M Sell
36,217
-2,210
-6% -$234K 0.13% 188
2024
Q4 		$4.05M Sell
38,427
-26,637
-41% -$2.81M 0.18% 136
2024
Q3 		$6.91M Sell
65,064
-2,913
-4% -$307K 0.21% 116
2024
Q2 		$7.11M Buy
67,977
+5,794
+9% +$605K 0.22% 104
2024
Q1 		$6.51M Buy
62,183
+906
+1% +$95.1K 0.22% 117
2023
Q4 		$6.45M Buy
61,277
+7,782
+15% +$809K 0.24% 110
2023
Q3 		$5.5M Buy
53,495
+11,390
+27% +$1.18M 0.26% 106
2023
Q2 		$4.38M Buy
42,105
+874
+2% +$91K 0.23% 130
2023
Q1 		$4.32M Buy
41,231
+15,507
+60% +$1.62M 0.25% 112
2022
Q4 		$2.68M Buy
25,724
+8,801
+52% +$911K 0.18% 139
2022
Q3 		$1.74M Buy
16,923
+8,860
+110% +$925K 0.13% 172
2022
Q2 		$844K Buy
8,063
+4,767
+145% +$496K 0.06% 279
2022
Q1 		$345K Sell
3,296
-76
-2% -$8.04K 0.02% 528
2021
Q4 		$362K Sell
3,372
-2,943
-47% -$316K 0.03% 513
2021
Q3 		$679K Sell
6,315
-416
-6% -$44.9K 0.05% 376
2021
Q2 		$726K Buy
6,731
+2,518
+60% +$271K 0.06% 341
2021
Q1 		$454K Buy
4,213
+166
+4% +$17.9K 0.04% 406
2020
Q4 		$437K Buy
4,047
+1,156
+40% +$125K 0.04% 394
2020
Q3 		$313K Buy
+2,891
New +$313K 0.04% 422

Other funds holding SUB

CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Grove Bank & Trust
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
Central Pacific Bank - Trust Division
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

Dynamic Advisor Solutions's SUB Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 25% in Q3 2026, buying an estimated $983K and bringing the position to 46,342 shares worth $4.84M. The position accounts for 0.14% of the portfolio, ranked #161.

Dynamic Advisor Solutions first reported a position in SUB in Q3 2020 and has held it in 25 quarters since. The position peaked at $7.11M in Q2 2024. 196 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Dynamic Advisor Solutions held 46,342 shares of iShares Short-Term National Muni Bond ETF worth $4.84M as of Q3 2026.
  • Dynamic Advisor Solutions bought 9,278 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $983K.
  • iShares Short-Term National Muni Bond ETF made up 0.14% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #161 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2020 and has held it in 25 quarters since.
  • Dynamic Advisor Solutions's iShares Short-Term National Muni Bond ETF position peaked at $7.11M in Q2 2024.
  • 196 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.