Portfolio Design Labs’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Portfolio Design Labs’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	–	Sell	-17,662	Closed	-$1.88M	–	233
2026 Q2	$1.88M	Buy	17,662 +15,396	+679%	+$1.64M	0.31%	67
2026 Q1	$241K	Hold	2,266	–	–	0.04%	193
2025 Q4	$242K	Sell	2,266 -339	-13%	-$36.1K	0.04%	182
2025 Q3	$278K	Sell	2,605 -455	-15%	-$48.6K	0.05%	173
2025 Q2	$325K	Buy	+3,060	New	+$323K	0.06%	121

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Portfolio Design Labs's SUB Position: Q3 2026 in Review

Portfolio Design Labs sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026, closing a stake of 17,662 shares — an estimated $1.88M sold.

Portfolio Design Labs first reported a position in SUB in Q2 2025 and held it in 5 quarters. The position peaked at $1.88M in Q2 2026. 703 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Portfolio Design Labs reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
Portfolio Design Labs sold 17,662 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $1.88M.
Portfolio Design Labs first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and held it in 5 quarters.
Portfolio Design Labs's iShares Short-Term National Muni Bond ETF position peaked at $1.88M in Q2 2026.
703 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Portfolio Design Labs's 13F filing for Q3 2026, filed 4 Nov 2026.