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 Q3	$843K	Sell	8,061 -364	-4%	-$38.5K	0.45%	43
2026 Q2	$897K	Buy	8,425 +252	+3%	+$26.8K	0.49%	43
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

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

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

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

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

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 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

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

LeConte Wealth Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 4.3% in Q3 2026, selling an estimated $38.5K and leaving 8,061 shares worth $843K. The position accounts for 0.45% of the portfolio, ranked #43.

LeConte Wealth Management first reported a position in SUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $897K in Q2 2026. 337 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

LeConte Wealth Management held 8,061 shares of iShares Short-Term National Muni Bond ETF worth $843K as of Q3 2026.
LeConte Wealth Management sold 364 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $38.5K.
iShares Short-Term National Muni Bond ETF made up 0.45% of LeConte Wealth Management's portfolio in Q3 2026, its #43 holding.
LeConte Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and has held it in 6 quarters since.
LeConte Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $897K in Q2 2026.
337 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

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