Premier Path Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Premier Path Wealth 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	$2.43M	Buy	23,277 +10,165	+78%	+$1.08M	0.28%	83
2026 Q2	$1.4M	Buy	13,112 +1,815	+16%	+$193K	0.16%	133
2026 Q1	$1.2M	Buy	11,297 +670	+6%	+$71.7K	0.16%	136
2025 Q4	$1.13M	Sell	10,627 -1,519	-13%	-$162K	0.15%	134
2025 Q3	$1.3M	Sell	12,146 -6,311	-34%	-$674K	0.17%	132
2025 Q2	$1.96M	Sell	18,457 -1,678	-8%	-$177K	0.27%	86
2025 Q1	$2.13M	Buy	20,135 +21	+0.1%	+$2.22K	0.33%	71
2024 Q4	$2.12M	Sell	20,114 -191	-0.9%	-$20.2K	0.32%	71
2024 Q3	$2.16M	Buy	20,305 +317	+2%	+$33.4K	0.34%	70
2024 Q2	$2.09M	Buy	19,988 +2,667	+15%	+$279K	0.36%	66
2024 Q1	$1.83M	Buy	+17,321	New	+$1.82M	0.34%	74

Other funds holding SUB

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Premier Path Wealth Partners's SUB Position: Q3 2026 in Review

Premier Path Wealth Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 78% in Q3 2026, buying an estimated $1.08M and bringing the position to 23,277 shares worth $2.43M. The position accounts for 0.28% of the portfolio, ranked #83.

Premier Path Wealth Partners first reported a position in SUB in Q1 2024 and has held it in 11 quarters since. 283 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Premier Path Wealth Partners held 23,277 shares of iShares Short-Term National Muni Bond ETF worth $2.43M as of Q3 2026.
Premier Path Wealth Partners bought 10,165 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $1.08M.
iShares Short-Term National Muni Bond ETF made up 0.28% of Premier Path Wealth Partners's portfolio in Q3 2026, its #83 holding.
Premier Path Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2024 and has held it in 11 quarters since.
283 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.