Miller Global Investments’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Miller Global Investments’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	$122K	Buy	+1,170	New	+$124K	0.1%	160

Other funds holding SUB

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

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return

Miller Global Investments's SUB Position: Q3 2026 in Review

Miller Global Investments opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026: 1,170 shares worth $122K. The stake represents 0.1% of the portfolio and ranks #160 among its holdings.

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

Miller Global Investments held 1,170 shares of iShares Short-Term National Muni Bond ETF worth $122K as of Q3 2026.
iShares Short-Term National Muni Bond ETF was a new Miller Global Investments position in Q3 2026.
iShares Short-Term National Muni Bond ETF made up 0.1% of Miller Global Investments's portfolio in Q3 2026, its #160 holding.
11 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Miller Global Investments's 13F filing for Q3 2026, filed 2 Oct 2026.