Financial Management Professionals’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Financial Management Professionals’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	-21	Closed	-$2.24K	–	1106
2026 Q2	$2.24K	Buy	+21	New	+$2.24K	﹤0.01%	780
2025 Q4	–	Sell	-844	Closed	-$90.1K	–	1026
2025 Q3	$90.1K	Hold	844	–	–	0.01%	211
2025 Q2	$89.8K	Buy	+844	New	+$89.2K	0.01%	199
2023 Q2	–	Sell	-8,501	Closed	-$890K	–	1099
2023 Q1	$890K	Buy	8,501 +8,213	+2,852%	+$857K	0.17%	47
2022 Q4	$30K	Buy	+288	New	+$29.8K	0.01%	300
2022 Q3	–	Sell	-8,725	Closed	-$913K	–	1100
2022 Q2	$913K	Sell	8,725 -2,225	-20%	-$231K	0.22%	43
2022 Q1	$1.14M	Buy	+10,950	New	+$1.16M	0.25%	40
2020 Q1	–	Sell	-300	Closed	-$32K	–	362
2019 Q4	$32K	Sell	300 -100	-25%	-$10.7K	0.01%	126
2019 Q3	$43K	Hold	400	–	–	0.02%	105
2019 Q2	$43K	Hold	400	–	–	0.02%	106
2019 Q1	$42K	Hold	400	–	–	0.02%	98
2018 Q4	$42K	Hold	400	–	–	0.03%	89
2018 Q3	$42K	Hold	400	–	–	0.02%	97
2018 Q2	$42K	Hold	400	–	–	0.02%	101
2018 Q1	$42K	Buy	+400	New	+$42K	0.02%	101

Other funds holding SUB

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Financial Management Professionals's SUB Position: Q3 2026 in Review

Financial Management Professionals sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026, closing a stake of 21 shares — an estimated $2.24K sold.

Financial Management Professionals first reported a position in SUB in Q1 2018 and held it in 15 quarters. The position peaked at $1.14M in Q1 2022. 431 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Financial Management Professionals reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
Financial Management Professionals sold 21 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $2.24K.
Financial Management Professionals first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2018 and held it in 15 quarters.
Financial Management Professionals's iShares Short-Term National Muni Bond ETF position peaked at $1.14M in Q1 2022.
431 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.