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

Quadrant Private 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	–	Sell	-5,414	Closed	-$578K	–	304
2025 Q4	$578K	Buy	+5,414	New	+$577K	0.09%	159
2025 Q1	–	Sell	-2,773	Closed	-$292K	–	248
2024 Q4	$292K	Sell	2,773 -653	-19%	-$69K	0.07%	196
2024 Q3	$364K	Buy	3,426 +151	+5%	+$15.9K	0.09%	173
2024 Q2	$342K	Buy	+3,275	New	+$342K	0.08%	178
2023 Q4	–	Sell	-3,619	Closed	-$372K	–	256
2023 Q3	$372K	Buy	+3,619	New	+$375K	0.13%	141
2023 Q2	–	Sell	-1,945	Closed	-$204K	–	255
2023 Q1	$204K	Buy	+1,945	New	+$203K	0.06%	232
2018 Q1	–	Sell	-2,613	Closed	-$274K	–	74
2017 Q4	$274K	Buy	+2,613	New	+$276K	0.28%	72

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Quadrant Private Wealth Management's SUB Position: Q1 2026 in Review

Quadrant Private Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026, closing a stake of 5,414 shares — an estimated $578K sold.

Quadrant Private Wealth Management first reported a position in SUB in Q4 2017 and held it in 7 quarters. The position peaked at $578K in Q4 2025. 889 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Quadrant Private Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Quadrant Private Wealth Management sold 5,414 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $578K.
Quadrant Private Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2017 and held it in 7 quarters.
Quadrant Private Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $578K in Q4 2025.
889 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.