Rede Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Rede Wealth’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	$370K	Sell	3,544 -1,401	-28%	-$148K	0.12%	81
2026 Q2	$526K	Sell	4,945 -225	-4%	-$23.9K	0.17%	60
2026 Q1	$551K	Buy	5,170 +366	+8%	+$39.2K	0.2%	57
2025 Q4	$513K	Buy	+4,804	New	+$512K	0.18%	60
2025 Q3	–	Sell	-4,432	Closed	-$471K	–	177
2025 Q2	$471K	Sell	4,432 -1,464	-25%	-$155K	0.17%	60
2025 Q1	$623K	Sell	5,896 -2,484	-30%	-$263K	0.22%	47
2024 Q4	$884K	Buy	8,380 +1,349	+19%	+$142K	0.34%	31
2024 Q3	$747K	Buy	7,031 +199	+3%	+$21K	0.29%	38
2024 Q2	$714K	Hold	6,832	–	–	0.66%	36
2024 Q1	$716K	Sell	6,832 -5,752	-46%	-$604K	0.3%	39
2023 Q4	$1.33M	Sell	12,584 -8,864	-41%	-$922K	0.63%	19
2023 Q3	$2.21M	Sell	21,448 -11	-0.1%	-$1.14K	1.11%	12
2023 Q2	$2.23M	Sell	21,459 -1,631	-7%	-$170K	1.06%	13
2023 Q1	$2.42M	Buy	23,090 +3,988	+21%	+$416K	1.26%	12
2022 Q4	$1.99M	Buy	19,102 +3,063	+19%	+$317K	1.06%	13
2022 Q3	$1.65M	Buy	16,039 +5,924	+59%	+$618K	0.98%	14
2022 Q2	$1.06M	Buy	+10,115	New	+$1.05M	0.61%	18

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

Rede Wealth's SUB Position: Q3 2026 in Review

Rede Wealth reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 28% in Q3 2026, selling an estimated $148K and leaving 3,544 shares worth $370K. The position accounts for 0.12% of the portfolio, ranked #81.

Rede Wealth first reported a position in SUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.42M in Q1 2023. 311 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Rede Wealth held 3,544 shares of iShares Short-Term National Muni Bond ETF worth $370K as of Q3 2026.
Rede Wealth sold 1,401 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $148K.
iShares Short-Term National Muni Bond ETF made up 0.12% of Rede Wealth's portfolio in Q3 2026, its #81 holding.
Rede Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
Rede Wealth's iShares Short-Term National Muni Bond ETF position peaked at $2.42M in Q1 2023.
311 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.