Marion Wealth Management
SUB icon

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

Marion 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 		– Sell
-2,566
Closed -$273K – 165
2026
Q2 		$273K Buy
+2,566
New +$273K 0.06% 134

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

Marion Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026, closing a stake of 2,566 shares — an estimated $273K sold.

Marion Wealth Management first reported a position in SUB in Q2 2026 and held it in 1 quarter. The position peaked at $273K in Q2 2026. 666 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Marion Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Marion Wealth Management sold 2,566 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $273K.
  • Marion Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2026 and held it in 1 quarter.
  • Marion Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $273K in Q2 2026.
  • 666 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.