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

Meridian 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 Q1	$2.11M	Sell	19,794 -45	-0.2%	-$4.82K	0.07%	225
2025 Q4	$2.12M	Buy	19,839 +3,869	+24%	+$412K	0.07%	220
2025 Q3	$1.71M	Buy	15,970 +1,369	+9%	+$146K	0.07%	246
2025 Q2	$1.55M	Buy	14,601 +2,768	+23%	+$292K	0.07%	234
2025 Q1	$1.25M	Buy	11,833 +6,881	+139%	+$727K	0.06%	246
2024 Q4	$522K	Buy	4,952 +339	+7%	+$35.8K	0.02%	396
2024 Q3	$490K	Buy	+4,613	New	+$487K	0.02%	411
2024 Q2	–	Sell	-4,842	Closed	-$507K	–	482
2024 Q1	$507K	Sell	4,842 -200	-4%	-$21K	0.08%	136
2023 Q4	$532K	Sell	5,042 -4,404	-47%	-$458K	0.03%	369
2023 Q3	$972K	Buy	+9,446	New	+$980K	0.06%	237
2023 Q2	–	Sell	-2,242	Closed	-$235K	–	567
2023 Q1	$235K	Sell	2,242 -515	-19%	-$53.8K	0.02%	476
2022 Q4	$287K	Buy	+2,757	New	+$285K	0.03%	426

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Meridian Wealth Management's SUB Position: Q1 2026 in Review

Meridian Wealth Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.23% in Q1 2026, selling an estimated $4.82K and leaving 19,794 shares worth $2.11M. The position accounts for 0.07% of the portfolio, ranked #225.

Meridian Wealth Management first reported a position in SUB in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.12M in Q4 2025. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Meridian Wealth Management held 19,794 shares of iShares Short-Term National Muni Bond ETF worth $2.11M as of Q1 2026.
Meridian Wealth Management sold 45 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $4.82K.
iShares Short-Term National Muni Bond ETF made up 0.07% of Meridian Wealth Management's portfolio in Q1 2026, its #225 holding.
Meridian Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 12 quarters since.
Meridian Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $2.12M in Q4 2025.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.