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

Private Wealth Management Group’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	$5M	Sell	47,876 -1,349	-3%	-$143K	1.13%	18
2026 Q2	$5.24M	Buy	49,225 +652	+1%	+$69.4K	1.22%	18
2026 Q1	$5.17M	Buy	48,573 +1,188	+3%	+$127K	1.36%	18
2025 Q4	$5.06M	Buy	47,385 +869	+2%	+$92.6K	1.35%	18
2025 Q3	$4.97M	Buy	46,516 +322	+0.7%	+$34.4K	1.37%	18
2025 Q2	$4.91M	Sell	46,194 -1,278	-3%	-$135K	1.63%	17
2025 Q1	$5.01M	Sell	47,472 -3,152	-6%	-$333K	1.85%	17
2024 Q4	$5.34M	Buy	50,624 +705	+1%	+$74.5K	2.04%	16
2024 Q3	$5.3M	Sell	49,919 -3,047	-6%	-$321K	2.09%	13
2024 Q2	$5.54M	Sell	52,966 -1,066	-2%	-$111K	2.4%	12
2024 Q1	$5.66M	Sell	54,032 -31,948	-37%	-$3.35M	2.56%	11
2023 Q4	$9.06M	Buy	+85,980	New	+$8.94M	4.45%	10

Other funds holding SUB

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

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

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

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Private Wealth Management Group's SUB Position: Q3 2026 in Review

Private Wealth Management Group reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.7% in Q3 2026, selling an estimated $143K and leaving 47,876 shares worth $5M. The position accounts for 1.13% of the portfolio, ranked #18.

Private Wealth Management Group first reported a position in SUB in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.06M in Q4 2023. 431 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Private Wealth Management Group held 47,876 shares of iShares Short-Term National Muni Bond ETF worth $5M as of Q3 2026.
Private Wealth Management Group sold 1,349 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $143K.
iShares Short-Term National Muni Bond ETF made up 1.13% of Private Wealth Management Group's portfolio in Q3 2026, its #18 holding.
Private Wealth Management Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's iShares Short-Term National Muni Bond ETF position peaked at $9.06M in Q4 2023.
431 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.