PDS Planning’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.9M | Buy |
111,837
+12,179
| +12% | +$1.3M | 0.79% | 31 |
|
|
2025
Q4 | $10.6M | Buy |
99,658
+19,584
| +24% | +$2.09M | 0.71% | 32 |
|
|
2025
Q3 | $8.55M | Buy |
80,074
+54
| +0.1% | +$5.77K | 0.59% | 34 |
|
|
2025
Q2 | $8.51M | Buy |
80,020
+13,567
| +20% | +$1.43M | 0.63% | 31 |
|
|
2025
Q1 | $7.02M | Sell |
66,453
-854
| -1% | -$90.3K | 0.59% | 30 |
|
|
2024
Q4 | $7.1M | Buy |
67,307
+9,974
| +17% | +$1.05M | 0.63% | 29 |
|
|
2024
Q3 | $6.09M | Buy |
57,333
+4,670
| +9% | +$493K | 0.55% | 30 |
|
|
2024
Q2 | $5.51M | Buy |
52,663
+18
| +0% | +$1.88K | 0.56% | 31 |
|
|
2024
Q1 | $5.51M | Sell |
52,645
-457
| -0.9% | -$48K | 0.58% | 30 |
|
|
2023
Q4 | $5.6M | Sell |
53,102
-24,459
| -32% | -$2.54M | 0.64% | 30 |
|
|
2023
Q3 | $7.98M | Buy |
77,561
+1,685
| +2% | +$175K | 1.03% | 20 |
|
|
2023
Q2 | $7.89M | Buy |
75,876
+1,249
| +2% | +$130K | 1.01% | 21 |
|
|
2023
Q1 | $7.81M | Buy |
74,627
+4,137
| +6% | +$432K | 1.08% | 20 |
|
|
2022
Q4 | $7.35M | Buy |
70,490
+18,304
| +35% | +$1.89M | 1.17% | 19 |
|
|
2022
Q3 | $5.36M | Buy |
52,186
+9,059
| +21% | +$946K | 0.98% | 24 |
|
|
2022
Q2 | $4.51M | Sell |
43,127
-20,273
| -32% | -$2.11M | 0.82% | 28 |
|
|
2022
Q1 | $6.63M | Buy |
63,400
+16,929
| +36% | +$1.79M | 1.17% | 19 |
|
|
2021
Q4 | $4.99M | Buy |
46,471
+2,716
| +6% | +$292K | 0.95% | 21 |
|
|
2021
Q3 | $4.71M | Buy |
43,755
+3,482
| +9% | +$376K | 1.09% | 20 |
|
|
2021
Q2 | $4.34M | Buy |
40,273
+1,964
| +5% | +$212K | 1.06% | 22 |
|
|
2021
Q1 | $4.13M | Buy |
38,309
+3,219
| +9% | +$347K | 1.2% | 22 |
|
|
2020
Q4 | $3.79M | Buy |
35,090
+6
| +0% | +$647 | 1.3% | 25 |
|
|
2020
Q3 | $3.79M | Buy |
35,084
+1,285
| +4% | +$139K | 1.54% | 17 |
|
|
2020
Q2 | $3.65M | Buy |
33,799
+2,494
| +8% | +$267K | 1.65% | 16 |
|
|
2020
Q1 | $3.33M | Buy |
31,305
+4,648
| +17% | +$494K | 2.12% | 14 |
|
|
2019
Q4 | $2.85M | Buy |
26,657
+912
| +4% | +$97.3K | 1.8% | 19 |
|
|
2019
Q3 | $2.74M | Buy |
25,745
+719
| +3% | +$76.8K | 1.9% | 17 |
|
|
2019
Q2 | $2.67M | Buy |
25,026
+635
| +3% | +$67.4K | 1.98% | 14 |
|
|
2019
Q1 | $2.58M | Buy |
24,391
+1,654
| +7% | +$175K | 2.01% | 14 |
|
|
2018
Q4 | $2.4M | Buy |
22,737
+3,830
| +20% | +$401K | 2.06% | 16 |
|
|
2018
Q3 | $1.98M | Buy |
18,907
+1,810
| +11% | +$190K | 1.69% | 17 |
|
|
2018
Q2 | $1.8M | Buy |
17,097
+416
| +2% | +$43.6K | 1.77% | 16 |
|
|
2018
Q1 | $1.75M | Buy |
16,681
+2,671
| +19% | +$280K | 1.77% | 17 |
|
|
2017
Q4 | $1.47M | Buy |
+14,010
| New | +$1.48M | 1.49% | 18 |
|
Other funds holding SUB
PDS Planning's SUB Position: Q1 2026 in Review
PDS Planning increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 12% in Q1 2026, buying an estimated $1.3M and bringing the position to 111,837 shares worth $11.9M. The position accounts for 0.79% of the portfolio, ranked #31.
PDS Planning first reported a position in SUB in Q4 2017 and has held it in 34 quarters since. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.
- PDS Planning held 111,837 shares of iShares Short-Term National Muni Bond ETF worth $11.9M as of Q1 2026.
- PDS Planning bought 12,179 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $1.3M.
- iShares Short-Term National Muni Bond ETF made up 0.79% of PDS Planning's portfolio in Q1 2026, its #31 holding.
- PDS Planning first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2017 and has held it in 34 quarters since.
- 883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.
Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.