Lighthouse Financial Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Lighthouse Financial Services’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	$266K	Buy	+2,541	New	+$269K	0.06%	97

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

Lighthouse Financial Services's SUB Position: Q3 2026 in Review

Lighthouse Financial Services opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026: 2,541 shares worth $266K. The stake represents 0.06% of the portfolio and ranks #97 among its holdings.

580 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Lighthouse Financial Services held 2,541 shares of iShares Short-Term National Muni Bond ETF worth $266K as of Q3 2026.
iShares Short-Term National Muni Bond ETF was a new Lighthouse Financial Services position in Q3 2026.
iShares Short-Term National Muni Bond ETF made up 0.06% of Lighthouse Financial Services's portfolio in Q3 2026, its #97 holding.
580 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Lighthouse Financial Services's 13F filing for Q3 2026, filed 2 Nov 2026.