Eagle Strategies
SUB icon

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

Eagle 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 		$286K Sell
2,733
-178
-6% -$18.8K 0.03% 241
2026
Q2 		$310K Buy
2,911
+73
+3% +$7.77K 0.03% 232
2026
Q1 		$302K Buy
2,838
+649
+30% +$69.5K 0.04% 216
2025
Q4 		$234K Buy
2,189
+16
+0.7% +$1.7K 0.03% 235
2025
Q3 		$232K Buy
2,173
+188
+9% +$20.1K 0.03% 227
2025
Q2 		$211K Sell
1,985
-82
-4% -$8.66K 0.03% 221
2025
Q1 		$218K Sell
2,067
-141
-6% -$14.9K 0.04% 204
2024
Q4 		$233K Buy
2,208
+59
+3% +$6.23K 0.04% 199
2024
Q3 		$228K Sell
2,149
-98
-4% -$10.3K 0.04% 197
2024
Q2 		$235K Sell
2,247
-1,857
-45% -$194K 0.04% 191
2024
Q1 		$430K Buy
4,104
+1,997
+95% +$210K 0.1% 173
2023
Q4 		$222K Buy
2,107
+2
+0.1% +$208 0.05% 178
2023
Q3 		$217K Buy
+2,105
New +$218K 0.05% 173
2023
Q2 		– Sell
-4,028
Closed -$422K – 190
2023
Q1 		$422K Buy
+4,028
New +$421K 0.11% 121

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Eagle Strategies's SUB Position: Q3 2026 in Review

Eagle Strategies reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 6.1% in Q3 2026, selling an estimated $18.8K and leaving 2,733 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #241.

Eagle Strategies first reported a position in SUB in Q1 2023 and has held it in 14 quarters since. The position peaked at $430K in Q1 2024. 666 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Eagle Strategies held 2,733 shares of iShares Short-Term National Muni Bond ETF worth $286K as of Q3 2026.
  • Eagle Strategies sold 178 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $18.8K.
  • iShares Short-Term National Muni Bond ETF made up 0.03% of Eagle Strategies's portfolio in Q3 2026, its #241 holding.
  • Eagle Strategies first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Eagle Strategies's iShares Short-Term National Muni Bond ETF position peaked at $430K in Q1 2024.
  • 666 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

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