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McBroom & Associates’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

McBroom & Associates’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 		$1.61M Sell
15,375
-4,810
-24% -$509K 0.97% 24
2026
Q2 		$2.15M Sell
20,185
-1,941
-9% -$207K 1.08% 23
2026
Q1 		$2.36M Sell
22,126
-1,257
-5% -$135K 1.31% 21
2025
Q4 		$2.49M Buy
23,383
+1,830
+8% +$195K 1.21% 21
2025
Q3 		$2.3M Buy
21,553
+2,710
+14% +$289K 1.09% 22
2025
Q2 		$1.99M Hold
18,843
– – 1.14% 23
2025
Q1 		$1.99M Buy
18,843
+3,820
+25% +$404K 1.14% 23
2024
Q4 		$1.58M Buy
15,023
+8,499
+130% +$898K 0.9% 22
2024
Q3 		$693K Buy
6,524
+50
+0.8% +$5.28K 0.42% 28
2024
Q2 		$677K Sell
6,474
-2,585
-29% -$270K 0.42% 26
2024
Q1 		$949K Buy
9,059
+40
+0.4% +$4.2K 0.62% 25
2023
Q4 		$951K Sell
9,019
-2,774
-24% -$289K 0.69% 24
2023
Q3 		$1.21M Sell
11,793
-808
-6% -$83.8K 0.97% 25
2023
Q2 		$1.31M Sell
12,601
-892
-7% -$92.8K 1.03% 25
2023
Q1 		$1.41M Sell
13,493
-3,897
-22% -$407K 1.26% 23
2022
Q4 		$1.81M Buy
17,390
+6,607
+61% +$684K 1.97% 21
2022
Q3 		$1.11M Buy
10,783
+490
+5% +$51.2K 1.25% 24
2022
Q2 		$1.08M Sell
10,293
-455
-4% -$47.3K 1.17% 24
2022
Q1 		$1.12M Sell
10,748
-890
-8% -$94.2K 1% 24
2021
Q4 		$1.25M Buy
+11,638
New +$1.25M 0.94% 24

Other funds holding SUB

Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

McBroom & Associates's SUB Position: Q3 2026 in Review

McBroom & Associates reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 24% in Q3 2026, selling an estimated $509K and leaving 15,375 shares worth $1.61M. The position accounts for 0.97% of the portfolio, ranked #24.

McBroom & Associates first reported a position in SUB in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.49M in Q4 2025. 436 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • McBroom & Associates held 15,375 shares of iShares Short-Term National Muni Bond ETF worth $1.61M as of Q3 2026.
  • McBroom & Associates sold 4,810 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $509K.
  • iShares Short-Term National Muni Bond ETF made up 0.97% of McBroom & Associates's portfolio in Q3 2026, its #24 holding.
  • McBroom & Associates first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • McBroom & Associates's iShares Short-Term National Muni Bond ETF position peaked at $2.49M in Q4 2025.
  • 436 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.