Galvin Gaustad & Stein
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Galvin Gaustad & Stein’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Galvin Gaustad & Stein’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 		$1.35M Sell
12,948
-626
-5% -$66.3K 0.1% 117
2026
Q2 		$1.45M Sell
13,574
-322
-2% -$34.3K 0.11% 117
2026
Q1 		$1.48M Sell
13,896
-1,800
-11% -$193K 0.12% 102
2025
Q4 		$1.67M Sell
15,696
-1,918
-11% -$204K 0.13% 96
2025
Q3 		$1.88M Buy
17,614
+1,102
+7% +$118K 0.15% 84
2025
Q2 		$1.76M Buy
16,512
+1,224
+8% +$129K 0.15% 83
2025
Q1 		$1.61M Sell
15,288
-2,534
-14% -$268K 0.14% 79
2024
Q4 		$1.88M Sell
17,822
-116
-0.6% -$12.3K 0.17% 75
2024
Q3 		$1.9M Sell
17,938
-1,524
-8% -$161K 0.17% 75
2024
Q2 		$2.03M Sell
19,462
-545
-3% -$56.9K 0.19% 67
2024
Q1 		$2.1M Sell
20,007
-2,093
-9% -$220K 0.19% 69
2023
Q4 		$2.33M Sell
22,100
-2,692
-11% -$280K 0.22% 66
2023
Q3 		$2.55M Buy
24,792
+684
+3% +$70.9K 0.26% 69
2023
Q2 		$2.51M Buy
24,108
+491
+2% +$51.1K 0.24% 71
2023
Q1 		$2.47M Sell
23,617
-4,247
-15% -$443K 0.24% 69
2022
Q4 		$2.91M Sell
27,864
-979
-3% -$101K 0.29% 67
2022
Q3 		$2.96M Buy
28,843
+4,288
+17% +$448K 0.31% 67
2022
Q2 		$2.57M Buy
24,555
+8,647
+54% +$900K 0.26% 71
2022
Q1 		$1.66M Sell
15,908
-2,107
-12% -$223K 0.15% 87
2021
Q4 		$1.93M Sell
18,015
-1,104
-6% -$119K 0.17% 84
2021
Q3 		$2.06M Sell
19,119
-369
-2% -$39.8K 0.2% 79
2021
Q2 		$2.1M Sell
19,488
-1,985
-9% -$214K 0.2% 85
2021
Q1 		$2.32M Sell
21,473
-8,103
-27% -$874K 0.23% 86
2020
Q4 		$3.2M Buy
+29,576
New +$3.19M 0.34% 76

Other funds holding SUB

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Galvin Gaustad & Stein's SUB Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 4.6% in Q3 2026, selling an estimated $66.3K and leaving 12,948 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #117.

Galvin Gaustad & Stein first reported a position in SUB in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.2M in Q4 2020. 666 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Galvin Gaustad & Stein held 12,948 shares of iShares Short-Term National Muni Bond ETF worth $1.35M as of Q3 2026.
  • Galvin Gaustad & Stein sold 626 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $66.3K.
  • iShares Short-Term National Muni Bond ETF made up 0.1% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #117 holding.
  • Galvin Gaustad & Stein first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Galvin Gaustad & Stein's iShares Short-Term National Muni Bond ETF position peaked at $3.2M in Q4 2020.
  • 666 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.