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

NewEdge Wealth’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	$2.52M	Sell	23,645 -2,179	-8%	-$233K	0.03%	367
2025 Q4	$2.76M	Sell	25,824 -10,406	-29%	-$1.11M	0.03%	370
2025 Q3	$3.85M	Buy	36,230 +2,875	+9%	+$307K	0.06%	252
2025 Q2	$3.56M	Sell	33,355 -1,925	-5%	-$203K	0.06%	264
2025 Q1	$3.73M	Sell	35,280 -1,614	-4%	-$171K	0.07%	233
2024 Q4	$3.89M	Sell	36,894 -8,368	-18%	-$884K	0.07%	229
2024 Q3	$4.81M	Buy	45,262 +493	+1%	+$52K	0.09%	199
2024 Q2	$4.68M	Buy	44,769 +338	+0.8%	+$35.3K	0.1%	171
2024 Q1	$4.64M	Buy	44,431 +11,933	+37%	+$1.25M	0.1%	175
2023 Q4	$3.43M	Sell	32,498 -802	-2%	-$83.4K	0.09%	193
2023 Q3	$3.43M	Buy	33,300 +775	+2%	+$80.4K	0.11%	168
2023 Q2	$3.38M	Buy	32,525 +6,575	+25%	+$684K	0.11%	170
2023 Q1	$2.72M	Sell	25,950 -71	-0.3%	-$7.41K	0.1%	179
2022 Q4	$2.71M	Sell	26,021 -16	-0.1%	-$1.66K	0.12%	164
2022 Q3	$2.67M	Buy	+26,037	New	+$2.72M	0.13%	156

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

NewEdge Wealth's SUB Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 8.4% in Q1 2026, selling an estimated $233K and leaving 23,645 shares worth $2.52M. The position accounts for 0.03% of the portfolio, ranked #367.

NewEdge Wealth first reported a position in SUB in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.81M in Q3 2024. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

NewEdge Wealth held 23,645 shares of iShares Short-Term National Muni Bond ETF worth $2.52M as of Q1 2026.
NewEdge Wealth sold 2,179 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $233K.
iShares Short-Term National Muni Bond ETF made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #367 holding.
NewEdge Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and has held it in 15 quarters since.
NewEdge Wealth's iShares Short-Term National Muni Bond ETF position peaked at $4.81M in Q3 2024.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.