Human Investing’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Human Investing’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	$1.49M	Buy	14,208 +763	+6%	+$80.8K	0.19%	35
2026 Q2	$1.43M	Buy	13,445 +1,958	+17%	+$208K	0.19%	32
2026 Q1	$1.22M	Buy	11,487 +145	+1%	+$15.5K	0.18%	33
2025 Q4	$1.21M	Sell	11,342 -884	-7%	-$94.2K	0.17%	35
2025 Q3	$1.31M	Sell	12,226 -747	-6%	-$79.8K	0.19%	34
2025 Q2	$1.38M	Sell	12,973 -306	-2%	-$32.3K	0.22%	34
2025 Q1	$1.4M	Buy	13,279 +516	+4%	+$54.5K	0.25%	33
2024 Q4	$1.35M	Buy	12,763 +709	+6%	+$74.9K	0.24%	34
2024 Q3	$1.28M	Buy	12,054 +1,638	+16%	+$173K	0.23%	36
2024 Q2	$1.09M	Sell	10,416 -2,190	-17%	-$229K	0.21%	36
2024 Q1	$1.32M	Buy	12,606 +244	+2%	+$25.6K	0.27%	35
2023 Q4	$1.3M	Buy	12,362 +1,015	+9%	+$106K	0.28%	34
2023 Q3	$1.17M	Sell	11,347 -239	-2%	-$24.8K	0.27%	35
2023 Q2	$1.21M	Buy	11,586 +622	+6%	+$64.7K	0.28%	35
2023 Q1	$1.15M	Sell	10,964 -1,039	-9%	-$108K	0.28%	37
2022 Q4	$1.25M	Sell	12,003 -48,103	-80%	-$4.98M	0.32%	37
2022 Q3	$6.17M	Sell	60,106 -43,057	-42%	-$4.49M	1.57%	13
2022 Q2	$10.8M	Buy	+103,163	New	+$10.7M	2.61%	11

Other funds holding SUB

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Human Investing's SUB Position: Q3 2026 in Review

Human Investing increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 5.7% in Q3 2026, buying an estimated $80.8K and bringing the position to 14,208 shares worth $1.49M. The position accounts for 0.19% of the portfolio, ranked #35.

Human Investing first reported a position in SUB in Q2 2022 and has held it in 18 quarters since. The position peaked at $10.8M in Q2 2022. 580 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Human Investing held 14,208 shares of iShares Short-Term National Muni Bond ETF worth $1.49M as of Q3 2026.
Human Investing bought 763 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $80.8K.
iShares Short-Term National Muni Bond ETF made up 0.19% of Human Investing's portfolio in Q3 2026, its #35 holding.
Human Investing first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 18 quarters since.
Human Investing's iShares Short-Term National Muni Bond ETF position peaked at $10.8M in Q2 2022.
580 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Human Investing's 13F filing for Q3 2026, filed 19 Oct 2026.