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

Pines Wealth 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 Q1	$2.39M	Buy	22,428 +2,119	+10%	+$227K	0.77%	28
2025 Q4	$2.17M	Buy	20,309 +1,030	+5%	+$110K	0.7%	28
2025 Q3	$2.06M	Buy	19,279 +2,570	+15%	+$274K	0.69%	30
2025 Q2	$1.78M	Buy	16,709 +1,095	+7%	+$116K	0.63%	34
2025 Q1	$1.64M	Sell	15,614 -1,316	-8%	-$139K	0.76%	32
2024 Q4	$1.78M	Buy	+16,930	New	+$1.79M	0.78%	31

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

Pines Wealth Management's SUB Position: Q1 2026 in Review

Pines Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 10% in Q1 2026, buying an estimated $227K and bringing the position to 22,428 shares worth $2.39M. The position accounts for 0.77% of the portfolio, ranked #28.

Pines Wealth Management first reported a position in SUB in Q4 2024 and has held it in 6 quarters since. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Pines Wealth Management held 22,428 shares of iShares Short-Term National Muni Bond ETF worth $2.39M as of Q1 2026.
Pines Wealth Management bought 2,119 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $227K.
iShares Short-Term National Muni Bond ETF made up 0.77% of Pines Wealth Management's portfolio in Q1 2026, its #28 holding.
Pines Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.