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

Retirement Wealth Solutions’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	$12.4K	Hold	118	–	–	0.01%	240
2026 Q2	$12.5K	Buy	118 +1	+0.9%	+$106	0.01%	204
2026 Q1	$12.5K	Buy	117 +1	+0.9%	+$107	0.01%	187
2025 Q4	$12.4K	Buy	116 +1	+0.9%	+$107	0.01%	207
2025 Q3	$12.3K	Hold	115	–	–	0.01%	204
2025 Q2	$12.2K	Buy	115 +1	+0.9%	+$106	0.01%	217
2025 Q1	$12K	Sell	114 -115	-50%	-$12.2K	0.01%	201
2024 Q4	$24.1K	Buy	+229	New	+$24.2K	0.02%	129

Other funds holding SUB

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Retirement Wealth Solutions's SUB Position: Q3 2026 in Review

Retirement Wealth Solutions held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q3 2026 at 118 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #240.

Retirement Wealth Solutions first reported a position in SUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $24.1K in Q4 2024. 577 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Retirement Wealth Solutions held 118 shares of iShares Short-Term National Muni Bond ETF worth $12.4K as of Q3 2026.
Retirement Wealth Solutions left its iShares Short-Term National Muni Bond ETF share count unchanged in Q3 2026.
iShares Short-Term National Muni Bond ETF made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #240 holding.
Retirement Wealth Solutions first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's iShares Short-Term National Muni Bond ETF position peaked at $24.1K in Q4 2024.
577 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.