Riversedge Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Riversedge Advisors’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	$372K	Buy	3,562 +16	+0.5%	+$1.69K	0.05%	200
2026 Q2	$378K	Buy	3,546 +15	+0.4%	+$1.6K	0.05%	161
2026 Q1	$376K	Sell	3,531 -172	-5%	-$18.4K	0.06%	115
2025 Q4	$395K	Sell	3,703 -789	-18%	-$84.1K	0.06%	100
2025 Q3	$480K	Buy	4,492 +418	+10%	+$44.6K	0.08%	77
2025 Q2	$433K	Sell	4,074 -9	-0.2%	-$951	0.08%	67
2025 Q1	$431K	Sell	4,083 -754	-16%	-$79.7K	0.1%	69
2024 Q4	$510K	Buy	4,837 +848	+21%	+$89.6K	0.12%	61
2024 Q3	$424K	Sell	3,989 -71	-2%	-$7.49K	0.1%	58
2024 Q2	$425K	Buy	4,060 +225	+6%	+$23.5K	0.1%	57
2024 Q1	$402K	Sell	3,835 -763	-17%	-$80.1K	0.1%	56
2023 Q4	$485K	Sell	4,598 -103	-2%	-$10.7K	0.13%	51
2023 Q3	$484K	Sell	4,701 -151	-3%	-$15.7K	0.14%	47
2023 Q2	$505K	Buy	4,852 +16	+0.3%	+$1.66K	0.14%	44
2023 Q1	$506K	Sell	4,836 -205	-4%	-$21.4K	0.15%	50
2022 Q4	$526K	Buy	5,041 +348	+7%	+$36K	0.17%	51
2022 Q3	$482K	Buy	4,693 +7	+0.1%	+$731	0.17%	49
2022 Q2	$490K	Sell	4,686 -3,154	-40%	-$328K	0.18%	47
2022 Q1	$820K	Buy	7,840 +2,435	+45%	+$258K	0.27%	38
2021 Q4	$580K	Buy	+5,405	New	+$580K	0.18%	46
2020 Q1	–	Sell	-7,000	Closed	-$747K	–	43
2019 Q4	$747K	Sell	7,000 -2,006	-22%	-$214K	0.88%	20
2019 Q3	$964K	Hold	9,006	–	–	1.35%	16
2019 Q2	$964K	Buy	+9,006	New	+$955K	1.35%	16

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Riversedge Advisors's SUB Position: Q3 2026 in Review

Riversedge Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.45% in Q3 2026, buying an estimated $1.69K and bringing the position to 3,562 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #200.

Riversedge Advisors first reported a position in SUB in Q2 2019 and has held it in 23 quarters since. The position peaked at $964K in Q3 2019. 666 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Riversedge Advisors held 3,562 shares of iShares Short-Term National Muni Bond ETF worth $372K as of Q3 2026.
Riversedge Advisors bought 16 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $1.69K.
iShares Short-Term National Muni Bond ETF made up 0.05% of Riversedge Advisors's portfolio in Q3 2026, its #200 holding.
Riversedge Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2019 and has held it in 23 quarters since.
Riversedge Advisors's iShares Short-Term National Muni Bond ETF position peaked at $964K in Q3 2019.
666 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.