Equita Financial Network’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Equita Financial Network’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	$3.46M	Buy	32,447 +1,677	+5%	+$179K	1.09%	19
2025 Q4	$3.28M	Buy	30,770 +2,078	+7%	+$221K	0.99%	20
2025 Q3	$3.06M	Buy	28,692 +1,765	+7%	+$188K	1.04%	20
2025 Q2	$2.86M	Sell	26,927 -5,159	-16%	-$545K	1.14%	17
2025 Q1	$3.39M	Sell	32,086 -1,221	-4%	-$129K	1.18%	20
2024 Q4	$3.51M	Buy	33,307 +2,156	+7%	+$228K	1.27%	20
2024 Q3	$3.31M	Buy	31,151 +10,289	+49%	+$1.09M	1.21%	21
2024 Q2	$2.18M	Buy	20,862 +11,733	+129%	+$1.23M	0.91%	27
2024 Q1	$956K	Sell	9,129 -9,549	-51%	-$1M	0.43%	40
2023 Q4	$1.97M	Buy	18,678 +1,393	+8%	+$145K	1.05%	27
2023 Q3	$1.78M	Buy	+17,285	New	+$1.79M	1.09%	25

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Equita Financial Network's SUB Position: Q1 2026 in Review

Equita Financial Network increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 5.5% in Q1 2026, buying an estimated $179K and bringing the position to 32,447 shares worth $3.46M. The position accounts for 1.09% of the portfolio, ranked #19.

Equita Financial Network first reported a position in SUB in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.51M in Q4 2024. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Equita Financial Network held 32,447 shares of iShares Short-Term National Muni Bond ETF worth $3.46M as of Q1 2026.
Equita Financial Network bought 1,677 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $179K.
iShares Short-Term National Muni Bond ETF made up 1.09% of Equita Financial Network's portfolio in Q1 2026, its #19 holding.
Equita Financial Network first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2023 and has held it in 11 quarters since.
Equita Financial Network's iShares Short-Term National Muni Bond ETF position peaked at $3.51M in Q4 2024.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.