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

Financial Network Wealth Management’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	$4.73M	Buy	45,239 +29,877	+194%	+$3.16M	1.29%	16
2026 Q2	$1.64M	Hold	15,362	–	–	0.46%	32
2026 Q1	$1.64M	Hold	15,362	–	–	0.52%	30
2025 Q4	$1.64M	Hold	15,362	–	–	0.5%	30
2025 Q3	$1.63M	Buy	+15,362	New	+$1.64M	0.5%	30
2025 Q1	$1.62M	Hold	15,362	–	–	0.57%	35
2024 Q4	$1.62M	Hold	15,362	–	–	0.58%	33
2024 Q3	$1.63M	Hold	15,362	–	–	0.58%	32
2024 Q2	$1.61M	Hold	15,362	–	–	0.61%	29
2024 Q1	$1.61M	Sell	15,362 -1,343	-8%	-$141K	0.76%	29
2023 Q4	$1.76M	Sell	16,705 -4,263	-20%	-$443K	0.76%	27
2023 Q3	$2.16M	Sell	20,968 -126	-0.6%	-$13.1K	1.05%	21
2023 Q2	$2.19M	Hold	21,094	–	–	1.01%	23
2023 Q1	$2.21M	Hold	21,094	–	–	1.09%	21
2022 Q4	$2.2M	Buy	+21,094	New	+$2.18M	1.19%	22

Other funds holding SUB

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

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

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Financial Network Wealth Management's SUB Position: Q3 2026 in Review

Financial Network Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 194% in Q3 2026, buying an estimated $3.16M and bringing the position to 45,239 shares worth $4.73M. The position accounts for 1.29% of the portfolio, ranked #16.

Financial Network Wealth Management first reported a position in SUB in Q4 2022 and has held it in 15 quarters since. 844 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Financial Network Wealth Management held 45,239 shares of iShares Short-Term National Muni Bond ETF worth $4.73M as of Q3 2026.
Financial Network Wealth Management bought 29,877 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $3.16M.
iShares Short-Term National Muni Bond ETF made up 1.29% of Financial Network Wealth Management's portfolio in Q3 2026, its #16 holding.
Financial Network Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
844 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Financial Network Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.