Dynasty Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Dynasty Wealth Management’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 Q1	–	Sell	-25,820	Closed	-$2.75M	–	380
2025 Q4	$2.75M	Buy	25,820 +3,762	+17%	+$401K	0.03%	113
2025 Q3	$2.36M	Buy	+22,058	New	+$2.36M	0.03%	105
2025 Q2	–	Sell	-19,963	Closed	-$2.11M	–	253
2025 Q1	$2.11M	Sell	19,963 -23,730	-54%	-$2.51M	0.04%	85
2024 Q4	$4.61M	Buy	+43,693	New	+$4.61M	0.08%	66

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Dynasty Wealth Management's SUB Position: Q1 2026 in Review

Dynasty Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026, closing a stake of 25,820 shares — an estimated $2.75M sold.

Dynasty Wealth Management first reported a position in SUB in Q4 2024 and held it in 4 quarters. The position peaked at $4.61M in Q4 2024. 890 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Dynasty Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Dynasty Wealth Management sold 25,820 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $2.75M.
Dynasty Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and held it in 4 quarters.
Dynasty Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $4.61M in Q4 2024.
890 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.