Dynamic Wealth Strategies
SUB icon

Dynamic Wealth Strategies’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Dynamic Wealth Strategies’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 		$997K Sell
9,541
-800
-8% -$84.7K 0.53% 31
2026
Q2 		$1.1M Hold
10,341
– – 0.59% 32
2026
Q1 		$1.1M Hold
10,341
– – 0.64% 31
2025
Q4 		$1.1M Sell
10,341
-874
-8% -$93.1K 0.66% 31
2025
Q3 		$1.2M Buy
11,215
+436
+4% +$46.6K 0.8% 28
2025
Q2 		$1.15M Buy
10,779
+4,273
+66% +$451K 0.83% 27
2025
Q1 		$687K Buy
6,506
+2
+0% +$211 0.57% 29
2024
Q4 		$686K Sell
6,504
-462
-7% -$48.8K 0.61% 28
2024
Q3 		$740K Sell
6,966
-211
-3% -$22.3K 0.6% 25
2024
Q2 		$750K Sell
7,177
-379
-5% -$39.6K 0.64% 26
2024
Q1 		$791K Buy
+7,556
New +$793K 0.68% 25

Other funds holding SUB

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Dynamic Wealth Strategies's SUB Position: Q3 2026 in Review

Dynamic Wealth Strategies reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 7.7% in Q3 2026, selling an estimated $84.7K and leaving 9,541 shares worth $997K. The position accounts for 0.53% of the portfolio, ranked #31.

Dynamic Wealth Strategies first reported a position in SUB in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.2M in Q3 2025. 580 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Dynamic Wealth Strategies held 9,541 shares of iShares Short-Term National Muni Bond ETF worth $997K as of Q3 2026.
  • Dynamic Wealth Strategies sold 800 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $84.7K.
  • iShares Short-Term National Muni Bond ETF made up 0.53% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #31 holding.
  • Dynamic Wealth Strategies first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • Dynamic Wealth Strategies's iShares Short-Term National Muni Bond ETF position peaked at $1.2M in Q3 2025.
  • 580 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

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