LexAurum Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

LexAurum Advisors’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	$339K	Buy	3,246 +1,246	+62%	+$132K	0.04%	323
2026 Q2	$213K	Buy	+2,000	New	+$213K	0.02%	399
2023 Q3	–	Sell	-2,427	Closed	-$252K	–	300
2023 Q2	$252K	Sell	2,427 -4,025	-62%	-$419K	0.08%	226
2023 Q1	$675K	Sell	6,452 -4,453	-41%	-$465K	0.22%	103
2022 Q4	$1.14M	Buy	10,905 +489	+5%	+$50.6K	0.41%	48
2022 Q3	$1.07M	Buy	10,416 +5,484	+111%	+$573K	0.41%	53
2022 Q2	$516K	Buy	4,932 +2,935	+147%	+$305K	0.19%	115
2022 Q1	$209K	Buy	+1,997	New	+$211K	0.07%	245
2021 Q2	–	Sell	-4,469	Closed	-$482K	–	286
2021 Q1	$482K	Sell	4,469 -913	-17%	-$98.5K	0.16%	143
2020 Q4	$582K	Buy	+5,382	New	+$581K	0.21%	116

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

LexAurum Advisors's SUB Position: Q3 2026 in Review

LexAurum Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 62% in Q3 2026, buying an estimated $132K and bringing the position to 3,246 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #323.

LexAurum Advisors first reported a position in SUB in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.14M in Q4 2022. 580 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

LexAurum Advisors held 3,246 shares of iShares Short-Term National Muni Bond ETF worth $339K as of Q3 2026.
LexAurum Advisors bought 1,246 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $132K.
iShares Short-Term National Muni Bond ETF made up 0.04% of LexAurum Advisors's portfolio in Q3 2026, its #323 holding.
LexAurum Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and has held it in 10 quarters since.
LexAurum Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.14M in Q4 2022.
580 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.