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Frisco Financial Planning’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Frisco Financial Planning’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 		$22K Hold
210
– – 0.02% 27
2026
Q2 		$22.4K Hold
210
– – 0.02% 28
2026
Q1 		$22.4K Buy
+210
New +$22.5K 0.02% 28

Other funds holding SUB

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Frisco Financial Planning's SUB Position: Q3 2026 in Review

Frisco Financial Planning held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q3 2026 at 210 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #27.

Frisco Financial Planning first reported a position in SUB in Q1 2026 and has held it in 3 quarters since. The position peaked at $22.4K in Q1 2026. 11 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Frisco Financial Planning held 210 shares of iShares Short-Term National Muni Bond ETF worth $22K as of Q3 2026.
  • Frisco Financial Planning left its iShares Short-Term National Muni Bond ETF share count unchanged in Q3 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.02% of Frisco Financial Planning's portfolio in Q3 2026, its #27 holding.
  • Frisco Financial Planning first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Frisco Financial Planning's iShares Short-Term National Muni Bond ETF position peaked at $22.4K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Frisco Financial Planning's 13F filing for Q3 2026, filed 5 Oct 2026.