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

Maia Wealth’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	–	Sell	-2,248	Closed	-$239K	–	373
2026 Q2	$239K	Sell	2,248 -470	-17%	-$50K	0.04%	321
2026 Q1	$290K	Sell	2,718 -252	-8%	-$27K	0.05%	297
2025 Q4	$319K	Sell	2,970 -439	-13%	-$46.8K	0.05%	271
2025 Q3	$363K	Sell	3,409 -1,043	-23%	-$111K	0.06%	251
2025 Q2	$473K	Buy	4,452 +1,064	+31%	+$112K	0.09%	200
2025 Q1	$356K	Buy	3,388 +129	+4%	+$13.6K	0.08%	212
2024 Q4	$345K	Sell	3,259 -2,254	-41%	-$238K	0.07%	209
2024 Q3	$582K	Buy	5,513 +2,821	+105%	+$298K	0.14%	133
2024 Q2	$282K	Buy	+2,692	New	+$281K	0.09%	167
2023 Q4	$258K	Buy	+2,449	New	+$255K	0.1%	156

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

Maia Wealth's SUB Position: Q3 2026 in Review

Maia Wealth sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026, closing a stake of 2,248 shares — an estimated $239K sold.

Maia Wealth first reported a position in SUB in Q4 2023 and held it in 10 quarters. The position peaked at $582K in Q3 2024. 580 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Maia Wealth reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
Maia Wealth sold 2,248 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $239K.
Maia Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and held it in 10 quarters.
Maia Wealth's iShares Short-Term National Muni Bond ETF position peaked at $582K in Q3 2024.
580 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.