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

Foster 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	$350K	Buy	3,348 +221	+7%	+$23.4K	0.01%	225
2026 Q2	$333K	Sell	3,127 -4	-0.1%	-$426	0.01%	228
2026 Q1	$333K	Buy	3,131 +15	+0.5%	+$1.61K	0.01%	199
2025 Q4	$332K	Sell	3,116 -7	-0.2%	-$746	0.01%	198
2025 Q3	$333K	Buy	3,123 +25	+0.8%	+$2.67K	0.01%	191
2025 Q2	$329K	Buy	3,098 +635	+26%	+$67.1K	0.01%	181
2025 Q1	$260K	Sell	2,463 -995	-29%	-$105K	0.01%	175
2024 Q4	$365K	Buy	3,458 +85	+3%	+$8.98K	0.01%	137
2024 Q3	$358K	Buy	3,373 +5	+0.1%	+$528	0.01%	150
2024 Q2	$352K	Buy	3,368 +4	+0.1%	+$418	0.01%	147
2024 Q1	$352K	Buy	3,364 +34	+1%	+$3.57K	0.02%	148
2023 Q4	$343K	Hold	3,330	–	–	0.02%	130
2023 Q3	$343K	Buy	3,330 +43	+1%	+$4.46K	0.02%	130
2023 Q2	$342K	Sell	3,287 -482	-13%	-$50.2K	0.02%	131
2023 Q1	$395K	Hold	3,769	–	–	0.03%	117
2022 Q4	$393K	Sell	3,769 -11,250	-75%	-$1.16M	0.03%	108
2022 Q3	$1.54M	Sell	15,019 -227,701	-94%	-$23.8M	0.13%	46
2022 Q2	$25.4M	Buy	+242,720	New	+$25.3M	1.81%	13

Other funds holding SUB

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

IRP

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Foster Group's SUB Position: Q3 2026 in Review

Foster Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 7.1% in Q3 2026, buying an estimated $23.4K and bringing the position to 3,348 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #225.

Foster Group first reported a position in SUB in Q2 2022 and has held it in 18 quarters since. The position peaked at $25.4M in Q2 2022. 196 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Foster Group held 3,348 shares of iShares Short-Term National Muni Bond ETF worth $350K as of Q3 2026.
Foster Group bought 221 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $23.4K.
iShares Short-Term National Muni Bond ETF made up 0.01% of Foster Group's portfolio in Q3 2026, its #225 holding.
Foster Group first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 18 quarters since.
Foster Group's iShares Short-Term National Muni Bond ETF position peaked at $25.4M in Q2 2022.
196 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.