Lodestone Wealth Management
SUB icon

Lodestone Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Lodestone 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 		$251K Hold
2,398
– – 0.08% 168
2026
Q2 		$255K Hold
2,398
– – 0.09% 162
2026
Q1 		$255K Hold
2,398
– – 0.1% 155
2025
Q4 		$256K Hold
2,398
– – 0.1% 151
2025
Q3 		$256K Hold
2,398
– – 0.12% 155
2025
Q2 		$255K Buy
+2,398
New +$253K 0.12% 144

Other funds holding SUB

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Lodestone Wealth Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q3 2026 at 2,398 shares worth $251K. The position accounts for 0.08% of the portfolio, ranked #168.

Lodestone Wealth Management first reported a position in SUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $256K in Q3 2025. 844 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Lodestone Wealth Management held 2,398 shares of iShares Short-Term National Muni Bond ETF worth $251K as of Q3 2026.
  • Lodestone Wealth Management left its iShares Short-Term National Muni Bond ETF share count unchanged in Q3 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.08% of Lodestone Wealth Management's portfolio in Q3 2026, its #168 holding.
  • Lodestone 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.
  • Lodestone Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $256K in Q3 2025.
  • 844 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.