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

McNaughton 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	$2.1M	Buy	20,061 +6,460	+47%	+$684K	0.73%	39
2026 Q2	$1.45M	Buy	13,601 +290	+2%	+$30.9K	0.51%	49
2026 Q1	$1.42M	Sell	13,311 -65	-0.5%	-$6.96K	0.59%	49
2025 Q4	$1.43M	Sell	13,376 -2,209	-14%	-$235K	0.59%	49
2025 Q3	$1.66M	Buy	15,585 +404	+3%	+$43.1K	0.7%	41
2025 Q2	$1.61M	Buy	15,181 +1,701	+13%	+$180K	0.72%	40
2025 Q1	$1.42M	Buy	13,480 +97	+0.7%	+$10.3K	0.69%	40
2024 Q4	$1.41M	Buy	13,383 +428	+3%	+$45.2K	0.68%	33
2024 Q3	$1.38M	Buy	12,955 +947	+8%	+$100K	0.67%	31
2024 Q2	$1.26M	Buy	12,008 +288	+2%	+$30.1K	0.67%	36
2024 Q1	$1.23M	Sell	11,720 -1,779	-13%	-$187K	0.68%	33
2023 Q4	$1.42M	Buy	13,499 +576	+4%	+$59.9K	0.84%	27
2023 Q3	$1.33M	Sell	12,923 -1,447	-10%	-$150K	0.88%	28
2023 Q2	$1.5M	Buy	14,370 +983	+7%	+$102K	0.96%	27
2023 Q1	$1.4M	Sell	13,387 -2,015	-13%	-$210K	0.93%	26
2022 Q4	$1.61M	Buy	15,402 +2,510	+19%	+$260K	1.1%	25
2022 Q3	$1.32M	Sell	12,892 -3,326	-21%	-$347K	0.97%	26
2022 Q2	$1.7M	Buy	16,218 +27	+0.2%	+$2.81K	1.2%	25
2022 Q1	$1.69M	Buy	16,191 +5,388	+50%	+$570K	1.1%	25
2021 Q4	$1.16M	Buy	10,803 +2,897	+37%	+$311K	0.75%	26
2021 Q3	$850K	Buy	7,906 +301	+4%	+$32.5K	0.6%	27
2021 Q2	$820K	Buy	7,605 +179	+2%	+$19.3K	0.58%	30
2021 Q1	$801K	Buy	7,426 +1,796	+32%	+$194K	0.61%	29
2020 Q4	$609K	Hold	5,630	–	–	0.49%	32
2020 Q3	$609K	Sell	5,630 -563	-9%	-$60.9K	0.53%	33
2020 Q2	$668K	Buy	6,193 +240	+4%	+$25.7K	0.62%	31
2020 Q1	$633K	Sell	5,953 -26	-0.4%	-$2.76K	0.68%	28
2019 Q4	$638K	Buy	+5,979	New	+$638K	0.59%	34

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

McNaughton Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 47% in Q3 2026, buying an estimated $684K and bringing the position to 20,061 shares worth $2.1M. The position accounts for 0.73% of the portfolio, ranked #39.

McNaughton Wealth Management first reported a position in SUB in Q4 2019 and has held it in 28 quarters since. 666 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

McNaughton Wealth Management held 20,061 shares of iShares Short-Term National Muni Bond ETF worth $2.1M as of Q3 2026.
McNaughton Wealth Management bought 6,460 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $684K.
iShares Short-Term National Muni Bond ETF made up 0.73% of McNaughton Wealth Management's portfolio in Q3 2026, its #39 holding.
McNaughton Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and has held it in 28 quarters since.
666 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.