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Paladin Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Paladin Partners’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 		$202K Hold
1,935
– – 0.12% 43
2026
Q2 		$206K Hold
1,935
– – 0.14% 42
2026
Q1 		$206K Hold
1,935
– – 0.15% 42
2025
Q4 		$206K Buy
+1,935
New +$206K 0.15% 41

Other funds holding SUB

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
RFP
Roth Financial Partners Kingwood, Texas $335M AUM 13.45% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Paladin Partners's SUB Position: Q3 2026 in Review

Paladin Partners held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q3 2026 at 1,935 shares worth $202K. The position accounts for 0.12% of the portfolio, ranked #43.

Paladin Partners first reported a position in SUB in Q4 2025 and has held it in 4 quarters since. The position peaked at $206K in Q4 2025. 18 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Paladin Partners held 1,935 shares of iShares Short-Term National Muni Bond ETF worth $202K as of Q3 2026.
  • Paladin Partners left its iShares Short-Term National Muni Bond ETF share count unchanged in Q3 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.12% of Paladin Partners's portfolio in Q3 2026, its #43 holding.
  • Paladin Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's iShares Short-Term National Muni Bond ETF position peaked at $206K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.