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

Seaside 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 Q1	$1.5M	Sell	14,063 -310	-2%	-$33.2K	0.42%	19
2025 Q4	$1.53M	Sell	14,373 -353	-2%	-$37.6K	0.44%	18
2025 Q3	$1.57M	Buy	14,726 +1,101	+8%	+$118K	0.47%	18
2025 Q2	$1.45M	Sell	13,625 -911	-6%	-$96.2K	0.46%	18
2025 Q1	$1.53M	Buy	14,536 +746	+5%	+$78.9K	0.55%	17
2024 Q4	$1.45M	Buy	13,790 +1,729	+14%	+$183K	0.53%	17
2024 Q3	$1.28M	Buy	12,061 +880	+8%	+$92.8K	0.48%	18
2024 Q2	$1.17M	Sell	11,181 -5,965	-35%	-$623K	0.48%	18
2024 Q1	$1.8M	Sell	17,146 -1,664	-9%	-$175K	0.77%	15
2023 Q4	$1.98M	Sell	18,810 -34,707	-65%	-$3.61M	0.91%	14
2023 Q3	$5.5M	Buy	53,517 +1,950	+4%	+$202K	2.8%	10
2023 Q2	$5.36M	Buy	51,567 +2,248	+5%	+$234K	2.78%	10
2023 Q1	$5.16M	Buy	49,319 +919	+2%	+$95.9K	3.14%	8
2022 Q4	$5.05M	Sell	48,400 -635	-1%	-$65.7K	3.34%	8
2022 Q3	$5.03M	Buy	49,035 +16,205	+49%	+$1.69M	3.47%	8
2022 Q2	$3.46M	Buy	+32,830	New	+$3.42M	2.62%	8

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Seaside Wealth Management's SUB Position: Q1 2026 in Review

Seaside Wealth Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.2% in Q1 2026, selling an estimated $33.2K and leaving 14,063 shares worth $1.5M. The position accounts for 0.42% of the portfolio, ranked #19.

Seaside Wealth Management first reported a position in SUB in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.5M in Q3 2023. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Seaside Wealth Management held 14,063 shares of iShares Short-Term National Muni Bond ETF worth $1.5M as of Q1 2026.
Seaside Wealth Management sold 310 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $33.2K.
iShares Short-Term National Muni Bond ETF made up 0.42% of Seaside Wealth Management's portfolio in Q1 2026, its #19 holding.
Seaside Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 16 quarters since.
Seaside Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $5.5M in Q3 2023.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.