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

Lindenwold 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
2025
Q3 		$5M Buy
46,816
+3,149
+7% +$336K 2.36% 10
2025
Q2 		$4.64M Sell
43,667
-821
-2% -$86.7K 2.41% 10
2025
Q1 		$4.7M Sell
44,488
-4,026
-8% -$426K 2.62% 8
2024
Q4 		$5.12M Sell
48,514
-10,872
-18% -$1.15M 2.73% 9
2024
Q3 		$6.31M Sell
59,386
-2,823
-5% -$298K 3.18% 5
2024
Q2 		$6.5M Sell
62,209
-17
-0% -$1.78K 3.47% 5
2024
Q1 		$6.52M Buy
62,226
+19,668
+46% +$2.07M 3.49% 5
2023
Q4 		$4.49M Sell
42,558
-15,493
-27% -$1.61M 2.55% 9
2023
Q3 		$5.97M Buy
58,051
+6,221
+12% +$645K 3.72% 5
2023
Q2 		$5.39M Buy
51,830
+10,953
+27% +$1.14M 3.31% 5
2023
Q1 		$4.28M Buy
40,877
+4,551
+13% +$475K 2.65% 6
2022
Q4 		$3.79M Sell
36,326
-975
-3% -$101K 2.54% 5
2022
Q3 		$3.83M Buy
37,301
+765
+2% +$79.9K 2.83% 5
2022
Q2 		$3.82M Buy
36,536
+399
+1% +$41.5K 2.72% 5
2022
Q1 		$3.78M Buy
36,137
+182
+0.5% +$19.3K 2.32% 8
2021
Q4 		$3.86M Buy
+35,955
New +$3.86M 2.25% 9

Other funds holding SUB

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Lindenwold Advisors's SUB Position: Q3 2025 in Review

Lindenwold Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 7.2% in Q3 2025, buying an estimated $336K and bringing the position to 46,816 shares worth $5M. The position accounts for 2.36% of the portfolio, ranked #10.

Lindenwold Advisors first reported a position in SUB in Q4 2021 and has held it in 16 quarters since. The position peaked at $6.52M in Q1 2024. 831 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

  • Lindenwold Advisors held 46,816 shares of iShares Short-Term National Muni Bond ETF worth $5M as of Q3 2025.
  • Lindenwold Advisors bought 3,149 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $336K.
  • iShares Short-Term National Muni Bond ETF made up 2.36% of Lindenwold Advisors's portfolio in Q3 2025, its #10 holding.
  • Lindenwold Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Lindenwold Advisors's iShares Short-Term National Muni Bond ETF position peaked at $6.52M in Q1 2024.
  • 831 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.