Meriwether Wealth & Planning’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Meriwether Wealth & Planning’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	$2.61K	Buy	+25	New	+$2.65K	﹤0.01%	609

Other funds holding SUB

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Meriwether Wealth & Planning's SUB Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026: 25 shares worth $2.61K. The stake represents ﹤0.01% of the portfolio and ranks #609 among its holdings.

412 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Meriwether Wealth & Planning held 25 shares of iShares Short-Term National Muni Bond ETF worth $2.61K as of Q3 2026.
iShares Short-Term National Muni Bond ETF was a new Meriwether Wealth & Planning position in Q3 2026.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #609 holding.
412 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.