Objective Capital Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Objective Capital 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	$753K	Sell	7,199 -596	-8%	-$63.1K	0.67%	38
2026 Q2	$830K	Sell	7,795 -995	-11%	-$106K	0.74%	39
2026 Q1	$936K	Buy	8,790 +15	+0.2%	+$1.61K	0.94%	31
2025 Q4	$936K	Buy	8,775 +506	+6%	+$53.9K	0.95%	28
2025 Q3	$883K	Buy	8,269 +187	+2%	+$20K	0.91%	28
2025 Q2	$859K	Buy	8,082 +2,176	+37%	+$230K	0.97%	28
2025 Q1	$624K	Buy	5,906 +811	+16%	+$85.7K	0.8%	39
2024 Q4	$537K	Buy	5,095 +225	+5%	+$23.8K	0.36%	59
2024 Q3	$517K	Buy	+4,870	New	+$514K	0.3%	67
2024 Q1	$413K	Buy	+3,947	New	+$414K	0.28%	75
2022 Q2	–	Sell	-2,199	Closed	-$230K	–	114
2022 Q1	$230K	Sell	2,199 -1,075	-33%	-$114K	0.18%	101
2021 Q4	$351K	Buy	+3,274	New	+$352K	0.25%	78

Other funds holding SUB

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

IRP

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Objective Capital Management's SUB Position: Q3 2026 in Review

Objective Capital Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 7.6% in Q3 2026, selling an estimated $63.1K and leaving 7,199 shares worth $753K. The position accounts for 0.67% of the portfolio, ranked #38.

Objective Capital Management first reported a position in SUB in Q4 2021 and has held it in 12 quarters since. The position peaked at $936K in Q4 2025. 197 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Objective Capital Management held 7,199 shares of iShares Short-Term National Muni Bond ETF worth $753K as of Q3 2026.
Objective Capital Management sold 596 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $63.1K.
iShares Short-Term National Muni Bond ETF made up 0.67% of Objective Capital Management's portfolio in Q3 2026, its #38 holding.
Objective Capital Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 12 quarters since.
Objective Capital Management's iShares Short-Term National Muni Bond ETF position peaked at $936K in Q4 2025.
197 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.