Midwest Trust’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Midwest Trust’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	$1.21M	Sell	11,550 -804	-7%	-$85.1K	0.01%	349
2026 Q2	$1.32M	Buy	12,354 +37	+0.3%	+$3.94K	0.01%	331
2026 Q1	$1.31M	Buy	12,317 +1,913	+18%	+$205K	0.02%	326
2025 Q4	$1.11M	Buy	10,404 +7,233	+228%	+$771K	0.01%	330
2025 Q3	$339K	Sell	3,171 -250	-7%	-$26.7K	﹤0.01%	490
2025 Q2	$364K	Buy	+3,421	New	+$361K	0.01%	479

Other funds holding SUB

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Midwest Trust's SUB Position: Q3 2026 in Review

Midwest Trust reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 6.5% in Q3 2026, selling an estimated $85.1K and leaving 11,550 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #349.

Midwest Trust first reported a position in SUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.32M in Q2 2026. 311 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Midwest Trust held 11,550 shares of iShares Short-Term National Muni Bond ETF worth $1.21M as of Q3 2026.
Midwest Trust sold 804 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $85.1K.
iShares Short-Term National Muni Bond ETF made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #349 holding.
Midwest Trust first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares Short-Term National Muni Bond ETF position peaked at $1.32M in Q2 2026.
311 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.