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

LVW 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	$24.2M	Sell	231,605 -22,365	-9%	-$2.37M	2.04%	12
2026 Q2	$27M	Buy	253,970 +23,629	+10%	+$2.52M	2.34%	10
2026 Q1	$24.5M	Buy	230,341 +12,689	+6%	+$1.36M	2.34%	12
2025 Q4	$23.2M	Buy	217,652 +1,547	+0.7%	+$165K	2.35%	15
2025 Q3	$23.1M	Buy	216,105 +18,000	+9%	+$1.92M	2.36%	14
2025 Q2	$21.1M	Buy	198,105 +12,719	+7%	+$1.34M	2.3%	13
2025 Q1	$19.6M	Buy	185,386 +117,447	+173%	+$12.4M	2.34%	12
2024 Q4	$7.17M	Buy	67,939 +3,555	+6%	+$375K	0.86%	23
2024 Q3	$6.84M	Buy	64,384 +3,077	+5%	+$325K	0.87%	20
2024 Q2	$6.41M	Buy	61,307 +2,738	+5%	+$286K	0.94%	18
2024 Q1	$6.13M	Buy	58,569 +9,448	+19%	+$992K	1.04%	18
2023 Q4	$5.18M	Buy	49,121 +1,386	+3%	+$144K	0.97%	19
2023 Q3	$4.91M	Buy	47,735 +9,298	+24%	+$964K	1.01%	18
2023 Q2	$4M	Sell	38,437 -8,388	-18%	-$873K	0.77%	32
2023 Q1	$4.9M	Sell	46,825 -19,753	-30%	-$2.06M	0.96%	22
2022 Q4	$6.94M	Buy	66,578 +39,336	+144%	+$4.07M	1.41%	11
2022 Q3	$2.8M	Buy	27,242 +1,012	+4%	+$106K	0.63%	46
2022 Q2	$2.74M	Sell	26,230 -1,588	-6%	-$165K	0.56%	53
2022 Q1	$2.91M	Sell	27,818 -12,512	-31%	-$1.32M	0.49%	56
2021 Q4	$4.33M	Sell	40,330 -4,099	-9%	-$440K	0.74%	33
2021 Q3	$4.78M	Sell	44,429 -3,258	-7%	-$351K	0.82%	30
2021 Q2	$5.14M	Buy	47,687 +3,201	+7%	+$345K	0.91%	27
2021 Q1	$4.8M	Sell	44,486 -1,002	-2%	-$108K	0.92%	25
2020 Q4	$4.92M	Buy	45,488 +5,690	+14%	+$614K	0.99%	25
2020 Q3	$4.3M	Buy	39,798 +768	+2%	+$83K	0.95%	23
2020 Q2	$4.21M	Buy	39,030 +7,751	+25%	+$830K	1.02%	23
2020 Q1	$3.32M	Buy	31,279 +1,590	+5%	+$169K	0.89%	30
2019 Q4	$3.17M	Buy	29,689 +869	+3%	+$92.7K	0.72%	41
2019 Q3	$3.07M	Buy	+28,820	New	+$3.08M	0.76%	39

Other funds holding SUB

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

LVW Advisors's SUB Position: Q3 2026 in Review

LVW Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 8.8% in Q3 2026, selling an estimated $2.37M and leaving 231,605 shares worth $24.2M. The position accounts for 2.04% of the portfolio, ranked #12.

LVW Advisors first reported a position in SUB in Q3 2019 and has held it in 29 quarters since. The position peaked at $27M in Q2 2026. 416 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

LVW Advisors held 231,605 shares of iShares Short-Term National Muni Bond ETF worth $24.2M as of Q3 2026.
LVW Advisors sold 22,365 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $2.37M.
iShares Short-Term National Muni Bond ETF made up 2.04% of LVW Advisors's portfolio in Q3 2026, its #12 holding.
LVW Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2019 and has held it in 29 quarters since.
LVW Advisors's iShares Short-Term National Muni Bond ETF position peaked at $27M in Q2 2026.
416 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

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