Outbound Financial Inc’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Outbound Financial Inc’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	$851K	Buy	+8,142	New	+$862K	0.54%	30

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

Outbound Financial Inc's SUB Position: Q3 2026 in Review

Outbound Financial Inc opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026: 8,142 shares worth $851K. The stake represents 0.54% of the portfolio and ranks #30 among its holdings.

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

Outbound Financial Inc held 8,142 shares of iShares Short-Term National Muni Bond ETF worth $851K as of Q3 2026.
iShares Short-Term National Muni Bond ETF was a new Outbound Financial Inc position in Q3 2026.
iShares Short-Term National Muni Bond ETF made up 0.54% of Outbound Financial Inc's portfolio in Q3 2026, its #30 holding.
611 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Outbound Financial Inc's 13F filing for Q3 2026, filed 13 Oct 2026.