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

Lineweaver Wealth 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 Q1	–	Sell	-6,231	Closed	-$665K	–	188
2025 Q4	$665K	Buy	6,231 +284	+5%	+$30.3K	0.09%	129
2025 Q3	$635K	Buy	5,947 +739	+14%	+$78.9K	0.09%	125
2025 Q2	$554K	Buy	5,208 +483	+10%	+$51K	0.09%	122
2025 Q1	$499K	Buy	4,725 +993	+27%	+$105K	0.09%	116
2024 Q4	$394K	Buy	+3,732	New	+$394K	0.07%	111

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Lineweaver Wealth Advisors's SUB Position: Q1 2026 in Review

Lineweaver Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026, closing a stake of 6,231 shares — an estimated $665K sold.

Lineweaver Wealth Advisors first reported a position in SUB in Q4 2024 and held it in 5 quarters. The position peaked at $665K in Q4 2025. 888 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Lineweaver Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Lineweaver Wealth Advisors sold 6,231 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $665K.
Lineweaver Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and held it in 5 quarters.
Lineweaver Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $665K in Q4 2025.
888 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.