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

Jessup 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 Q3	–	Sell	-1,884	Closed	-$201K	–	92
2026 Q2	$201K	Hold	1,884	–	–	0.06%	80
2026 Q1	$201K	Hold	1,884	–	–	0.07%	76
2025 Q4	$201K	Sell	1,884 -2,248	-54%	-$240K	0.07%	83
2025 Q3	$441K	Hold	4,132	–	–	0.16%	53
2025 Q2	$439K	Hold	4,132	–	–	0.18%	53
2025 Q1	$436K	Buy	+4,132	New	+$437K	0.18%	52

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Jessup Wealth Management's SUB Position: Q3 2026 in Review

Jessup Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026, closing a stake of 1,884 shares — an estimated $201K sold.

Jessup Wealth Management first reported a position in SUB in Q1 2025 and held it in 6 quarters. The position peaked at $441K in Q3 2025. 621 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Jessup Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
Jessup Wealth Management sold 1,884 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $201K.
Jessup Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and held it in 6 quarters.
Jessup Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $441K in Q3 2025.
621 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Jessup Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.