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

LeConte 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	$870K	Buy	8,173 +213	+3%	+$22.8K	0.56%	34
2025 Q4	$849K	Buy	7,960 +574	+8%	+$61.2K	0.55%	31
2025 Q3	$789K	Buy	7,386 +2,060	+39%	+$220K	0.53%	30
2025 Q2	$566K	Buy	+5,326	New	+$563K	0.38%	35

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

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

LeConte Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.7% in Q1 2026, buying an estimated $22.8K and bringing the position to 8,173 shares worth $870K. The position accounts for 0.56% of the portfolio, ranked #34.

LeConte Wealth Management first reported a position in SUB in Q2 2025 and has held it in 4 quarters since. 884 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

LeConte Wealth Management held 8,173 shares of iShares Short-Term National Muni Bond ETF worth $870K as of Q1 2026.
LeConte Wealth Management bought 213 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $22.8K.
iShares Short-Term National Muni Bond ETF made up 0.56% of LeConte Wealth Management's portfolio in Q1 2026, its #34 holding.
LeConte Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
884 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.