RFP
SUB icon

Roth Financial Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Roth Financial Partners’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 		$1.8M Sell
17,195
-504
-3% -$53.4K 0.54% 16
2026
Q2 		$1.88M Buy
17,699
+2,339
+15% +$249K 0.56% 15
2026
Q1 		$1.64M Sell
15,360
-105
-0.7% -$11.2K 0.56% 16
2025
Q4 		$1.65M Buy
15,465
+60
+0.4% +$6.39K 0.54% 15
2025
Q3 		$1.64M Buy
15,405
+1,575
+11% +$168K 0.55% 15
2025
Q2 		$1.47M Buy
13,830
+3,957
+40% +$418K 0.53% 15
2025
Q1 		$1.04M Buy
9,873
+4,710
+91% +$498K 0.41% 15
2024
Q4 		$545K Buy
5,163
+3,005
+139% +$317K 0.22% 20
2024
Q3 		$229K Sell
2,158
-65
-3% -$6.86K 0.09% 30
2024
Q2 		$232K Buy
+2,223
New +$232K 0.1% 28
2022
Q4 		– Sell
-3,947
Closed -$405K – 24
2022
Q3 		$405K Sell
3,947
-7,107
-64% -$742K 0.32% 17
2022
Q2 		$1.16M Buy
+11,054
New +$1.15M 0.92% 14

Other funds holding SUB

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Roth Financial Partners's SUB Position: Q3 2026 in Review

Roth Financial Partners reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.8% in Q3 2026, selling an estimated $53.4K and leaving 17,195 shares worth $1.8M. The position accounts for 0.54% of the portfolio, ranked #16.

Roth Financial Partners first reported a position in SUB in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.88M in Q2 2026. 54 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Roth Financial Partners held 17,195 shares of iShares Short-Term National Muni Bond ETF worth $1.8M as of Q3 2026.
  • Roth Financial Partners sold 504 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $53.4K.
  • iShares Short-Term National Muni Bond ETF made up 0.54% of Roth Financial Partners's portfolio in Q3 2026, its #16 holding.
  • Roth Financial Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 12 quarters since.
  • Roth Financial Partners's iShares Short-Term National Muni Bond ETF position peaked at $1.88M in Q2 2026.
  • 54 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Roth Financial Partners's 13F filing for Q3 2026, filed 6 Oct 2026.