Fiduciary Alliance
SUB icon

Fiduciary Alliance’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Fiduciary Alliance’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 		– Sell
-2,011
Closed -$214K – 553
2026
Q2 		$214K Buy
2,011
+65
+3% +$6.92K 0.01% 511
2026
Q1 		$207K Sell
1,946
-82
-4% -$8.78K 0.01% 523
2025
Q4 		$216K Buy
+2,028
New +$216K 0.01% 479

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Apella Capital
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RMR Wealth Builders
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Wealth Enhancement Advisory Services
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BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 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
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Fiduciary Alliance's SUB Position: Q3 2026 in Review

Fiduciary Alliance sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026, closing a stake of 2,011 shares — an estimated $214K sold.

Fiduciary Alliance first reported a position in SUB in Q4 2025 and held it in 3 quarters. The position peaked at $216K in Q4 2025. 311 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Fiduciary Alliance reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 2,011 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $214K.
  • Fiduciary Alliance first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and held it in 3 quarters.
  • Fiduciary Alliance's iShares Short-Term National Muni Bond ETF position peaked at $216K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.