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

Gibbs 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 Q1	$477K	Buy	4,481 +899	+25%	+$96.2K	0.06%	313
2025 Q4	$383K	Hold	3,582	–	–	0.09%	239
2025 Q3	$382K	Sell	3,582 -1,033	-22%	-$110K	0.09%	238
2025 Q2	$491K	Buy	4,615 +2,086	+82%	+$220K	0.09%	228
2025 Q1	$267K	Buy	2,529 +4	+0.2%	+$423	0.06%	267
2024 Q4	$266K	Buy	+2,525	New	+$267K	0.07%	244

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Gibbs Wealth Management's SUB Position: Q1 2026 in Review

Gibbs Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 25% in Q1 2026, buying an estimated $96.2K and bringing the position to 4,481 shares worth $477K. The position accounts for 0.06% of the portfolio, ranked #313.

Gibbs Wealth Management first reported a position in SUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $491K in Q2 2025. 890 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Gibbs Wealth Management held 4,481 shares of iShares Short-Term National Muni Bond ETF worth $477K as of Q1 2026.
Gibbs Wealth Management bought 899 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $96.2K.
iShares Short-Term National Muni Bond ETF made up 0.06% of Gibbs Wealth Management's portfolio in Q1 2026, its #313 holding.
Gibbs Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
Gibbs Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $491K in Q2 2025.
890 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.