Mullooly Asset Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Mullooly Asset 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	$4.08M	Buy	39,000 +162	+0.4%	+$17.2K	1.26%	13
2026 Q2	$4.14M	Buy	38,838 +31	+0.1%	+$3.3K	1.27%	11
2026 Q1	$4.13M	Buy	38,807 +171	+0.4%	+$18.3K	1.53%	11
2025 Q4	$4.12M	Buy	38,636 +2,139	+6%	+$228K	1.51%	11
2025 Q3	$3.9M	Buy	36,497 +296	+0.8%	+$31.6K	1.49%	11
2025 Q2	$3.85M	Sell	36,201 -1,281	-3%	-$135K	1.62%	11
2025 Q1	$3.96M	Buy	+37,482	New	+$3.96M	1.8%	11

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

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

Mullooly Asset Management's SUB Position: Q3 2026 in Review

Mullooly Asset Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.42% in Q3 2026, buying an estimated $17.2K and bringing the position to 39,000 shares worth $4.08M. The position accounts for 1.26% of the portfolio, ranked #13.

Mullooly Asset Management first reported a position in SUB in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.14M in Q2 2026. 621 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Mullooly Asset Management held 39,000 shares of iShares Short-Term National Muni Bond ETF worth $4.08M as of Q3 2026.
Mullooly Asset Management bought 162 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $17.2K.
iShares Short-Term National Muni Bond ETF made up 1.26% of Mullooly Asset Management's portfolio in Q3 2026, its #13 holding.
Mullooly Asset Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and has held it in 7 quarters since.
Mullooly Asset Management's iShares Short-Term National Muni Bond ETF position peaked at $4.14M in Q2 2026.
621 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Mullooly Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.