Gould Asset Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Gould Asset 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	$1.04M	Buy	9,770 +765	+8%	+$81.9K	0.18%	68
2025 Q4	$961K	Buy	9,005 +2,440	+37%	+$260K	0.17%	67
2025 Q3	$701K	Buy	6,565 +265	+4%	+$28.3K	0.13%	86
2025 Q2	$670K	Buy	+6,300	New	+$665K	0.13%	84
2024 Q1	–	Sell	-4,810	Closed	-$507K	–	164
2023 Q4	$507K	Buy	4,810 +35	+0.7%	+$3.64K	0.13%	81
2023 Q3	$491K	Buy	4,775 +45	+1%	+$4.67K	0.14%	76
2023 Q2	$492K	Buy	4,730 +80	+2%	+$8.33K	0.14%	78
2023 Q1	$487K	Sell	4,650 -175	-4%	-$18.3K	0.14%	77
2022 Q4	$503K	Buy	4,825 +640	+15%	+$66.2K	0.15%	80
2022 Q3	$430K	Sell	4,185 -215	-5%	-$22.4K	0.15%	79
2022 Q2	$461K	Sell	4,400 -235	-5%	-$24.5K	0.15%	80
2022 Q1	$485K	Sell	4,635 -170	-4%	-$18K	0.14%	74
2021 Q4	$516K	Sell	4,805 -440	-8%	-$47.3K	0.14%	77
2021 Q3	$564K	Sell	5,245 -665	-11%	-$71.7K	0.17%	62
2021 Q2	$637K	Buy	5,910 +75	+1%	+$8.09K	0.18%	66
2021 Q1	$629K	Buy	5,835 +710	+14%	+$76.6K	0.19%	63
2020 Q4	$554K	Sell	5,125 -220	-4%	-$23.7K	0.17%	69
2020 Q3	$578K	Sell	5,345 -2,570	-32%	-$278K	0.2%	59
2020 Q2	$854K	Buy	7,915 +4,480	+130%	+$480K	0.3%	46
2020 Q1	$365K	Buy	3,435 +270	+9%	+$28.7K	0.14%	79
2019 Q4	$338K	Sell	3,165 -320	-9%	-$34.1K	0.11%	101
2019 Q3	$371K	Buy	3,485 +105	+3%	+$11.2K	0.13%	90
2019 Q2	$360K	Sell	3,380 -190	-5%	-$20.2K	0.13%	86
2019 Q1	$378K	Buy	3,570 +20	+0.6%	+$2.11K	0.14%	85
2018 Q4	$374K	Buy	3,550 +1,570	+79%	+$164K	0.16%	73
2018 Q3	$207K	Buy	+1,980	New	+$208K	0.08%	131

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Gould Asset Management's SUB Position: Q1 2026 in Review

Gould Asset Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 8.5% in Q1 2026, buying an estimated $81.9K and bringing the position to 9,770 shares worth $1.04M. The position accounts for 0.18% of the portfolio, ranked #68.

Gould Asset Management first reported a position in SUB in Q3 2018 and has held it in 26 quarters since. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Gould Asset Management held 9,770 shares of iShares Short-Term National Muni Bond ETF worth $1.04M as of Q1 2026.
Gould Asset Management bought 765 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $81.9K.
iShares Short-Term National Muni Bond ETF made up 0.18% of Gould Asset Management's portfolio in Q1 2026, its #68 holding.
Gould Asset Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2018 and has held it in 26 quarters since.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.