Gradient Investments’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Gradient Investments’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	$859K	Sell	8,213 -681	-8%	-$72.1K	0.01%	337
2026 Q2	$947K	Buy	8,894 +223	+3%	+$23.7K	0.01%	324
2026 Q1	$923K	Buy	8,671 +12	+0.1%	+$1.28K	0.01%	312
2025 Q4	$924K	Buy	8,659 +452	+6%	+$48.2K	0.01%	248
2025 Q3	$876K	Buy	8,207 +3,088	+60%	+$330K	0.01%	267
2025 Q2	$544K	Buy	+5,119	New	+$541K	0.01%	287
2024 Q1	–	Sell	-836	Closed	-$88.1K	–	1768
2023 Q4	$88.1K	Buy	836 +41	+5%	+$4.26K	﹤0.01%	441
2023 Q3	$81.8K	Buy	795 +593	+294%	+$61.5K	﹤0.01%	422
2023 Q2	$21K	Sell	202 -73	-27%	-$7.6K	﹤0.01%	685
2023 Q1	$28.8K	Buy	+275	New	+$28.7K	﹤0.01%	602
2022 Q3	–	Sell	-2,026	Closed	-$212K	–	1530
2022 Q2	$212K	Sell	2,026 -1,150	-36%	-$120K	0.01%	284
2022 Q1	$332K	Sell	3,176 -19	-0.6%	-$2.01K	0.01%	252
2021 Q4	$343K	Sell	3,195 -2,799	-47%	-$301K	0.01%	246
2021 Q3	$645K	Buy	5,994 +374	+7%	+$40.3K	0.02%	193
2021 Q2	$606K	Buy	5,620 +390	+7%	+$42K	0.02%	196
2021 Q1	$564K	Buy	5,230 +549	+12%	+$59.2K	0.02%	206
2020 Q4	$506K	Sell	4,681 -174	-4%	-$18.8K	0.02%	194
2020 Q3	$525K	Buy	4,855 +1,714	+55%	+$185K	0.02%	196
2020 Q2	$339K	Buy	+3,141	New	+$336K	0.02%	215
2020 Q1	–	Sell	-59	Closed	-$6K	–	1231
2019 Q4	$6K	Buy	+59	New	+$6.29K	﹤0.01%	794

Other funds holding SUB

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

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

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 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

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gradient Investments's SUB Position: Q3 2026 in Review

Gradient Investments reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 7.7% in Q3 2026, selling an estimated $72.1K and leaving 8,213 shares worth $859K. The position accounts for 0.01% of the portfolio, ranked #337.

Gradient Investments first reported a position in SUB in Q4 2019 and has held it in 20 quarters since. The position peaked at $947K in Q2 2026. 284 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Gradient Investments held 8,213 shares of iShares Short-Term National Muni Bond ETF worth $859K as of Q3 2026.
Gradient Investments sold 681 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $72.1K.
iShares Short-Term National Muni Bond ETF made up 0.01% of Gradient Investments's portfolio in Q3 2026, its #337 holding.
Gradient Investments first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and has held it in 20 quarters since.
Gradient Investments's iShares Short-Term National Muni Bond ETF position peaked at $947K in Q2 2026.
284 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.