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

Riverbend 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 Q3	$343K	Hold	3,285	–	–	0.16%	134
2026 Q2	$350K	Hold	3,285	–	–	0.18%	131
2026 Q1	$350K	Hold	3,285	–	–	0.2%	115
2025 Q4	$351K	Hold	3,285	–	–	0.22%	108
2025 Q3	$351K	Hold	3,285	–	–	0.24%	97
2025 Q2	$349K	Buy	+3,285	New	+$347K	0.26%	93

Other funds holding SUB

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

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

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Riverbend Wealth Management's SUB Position: Q3 2026 in Review

Riverbend Wealth Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q3 2026 at 3,285 shares worth $343K. The position accounts for 0.16% of the portfolio, ranked #134.

Riverbend Wealth Management first reported a position in SUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $351K in Q3 2025. 844 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Riverbend Wealth Management held 3,285 shares of iShares Short-Term National Muni Bond ETF worth $343K as of Q3 2026.
Riverbend Wealth Management left its iShares Short-Term National Muni Bond ETF share count unchanged in Q3 2026.
iShares Short-Term National Muni Bond ETF made up 0.16% of Riverbend Wealth Management's portfolio in Q3 2026, its #134 holding.
Riverbend Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and has held it in 6 quarters since.
Riverbend Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $351K in Q3 2025.
844 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.