Prospera Financial Services
SUB icon

Prospera Financial Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Prospera Financial Services’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 		$5.49M Buy
51,804
+1,476
+3% +$156K 0.07% 310
2026
Q2 		$5.36M Buy
50,328
+2,326
+5% +$248K 0.08% 270
2026
Q1 		$5.11M Buy
48,002
+867
+2% +$92.8K 0.08% 253
2025
Q4 		$5.03M Buy
47,135
+373
+0.8% +$39.7K 0.08% 244
2025
Q3 		$4.99M Buy
46,762
+1,596
+4% +$170K 0.09% 248
2025
Q2 		$4.8M Buy
45,166
+130
+0.3% +$13.7K 0.09% 233
2025
Q1 		$4.76M Buy
45,036
+2,317
+5% +$245K 0.11% 208
2024
Q4 		$4.51M Buy
42,719
+36,825
+625% +$3.89M 0.11% 210
2024
Q3 		$626K Buy
5,894
+18
+0.3% +$1.9K 0.02% 643
2024
Q2 		$614K Buy
5,876
+2,476
+73% +$259K 0.02% 640
2024
Q1 		$356K Buy
3,400
+1,390
+69% +$146K 0.01% 835
2023
Q4 		$212K Sell
2,010
-18
-0.9% -$1.87K 0.01% 980
2023
Q3 		$209K Buy
+2,028
New +$210K 0.01% 938
2022
Q3 		– Sell
-335
Closed -$35K – 1501
2022
Q2 		$35K Hold
335
– – ﹤0.01% 1103
2022
Q1 		$35K Sell
335
-18,742
-98% -$1.98M ﹤0.01% 1521
2021
Q4 		$2.05M Sell
19,077
-1,345
-7% -$144K 0.09% 262
2021
Q3 		$2.2M Buy
20,422
+2,133
+12% +$230K 0.11% 228
2021
Q2 		$1.97M Sell
18,289
-3,530
-16% -$381K 0.1% 244
2021
Q1 		$2.35M Buy
21,819
+15,337
+237% +$1.66M 0.14% 183
2020
Q4 		$701K Buy
+6,482
New +$699K 0.05% 358

Other funds holding SUB

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Prospera Financial Services's SUB Position: Q3 2026 in Review

Prospera Financial Services increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.9% in Q3 2026, buying an estimated $156K and bringing the position to 51,804 shares worth $5.49M. The position accounts for 0.07% of the portfolio, ranked #310.

Prospera Financial Services first reported a position in SUB in Q4 2020 and has held it in 20 quarters since. 580 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Prospera Financial Services held 51,804 shares of iShares Short-Term National Muni Bond ETF worth $5.49M as of Q3 2026.
  • Prospera Financial Services bought 1,476 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $156K.
  • iShares Short-Term National Muni Bond ETF made up 0.07% of Prospera Financial Services's portfolio in Q3 2026, its #310 holding.
  • Prospera Financial Services first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • 580 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.