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

Fiduciary Group’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	$554K	Buy	+5,300	New	+$561K	0.04%	215

Other funds holding SUB

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fiduciary Group's SUB Position: Q3 2026 in Review

Fiduciary Group opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026: 5,300 shares worth $554K. The stake represents 0.04% of the portfolio and ranks #215 among its holdings.

666 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Fiduciary Group held 5,300 shares of iShares Short-Term National Muni Bond ETF worth $554K as of Q3 2026.
iShares Short-Term National Muni Bond ETF was a new Fiduciary Group position in Q3 2026.
iShares Short-Term National Muni Bond ETF made up 0.04% of Fiduciary Group's portfolio in Q3 2026, its #215 holding.
666 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Fiduciary Group's 13F filing for Q3 2026, filed 10 Nov 2026.