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

Shore Point 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	$1.37M	Buy	13,107 +737	+6%	+$78K	0.43%	33
2026 Q2	$1.32M	Buy	12,370 +424	+4%	+$45.1K	0.45%	32
2026 Q1	$1.27M	Buy	11,946 +1,128	+10%	+$121K	0.5%	34
2025 Q4	$1.15M	Buy	10,818 +1,527	+16%	+$163K	0.49%	30
2025 Q3	$992K	Buy	9,291 +157	+2%	+$16.8K	0.44%	32
2025 Q2	$971K	Sell	9,134 -250	-3%	-$26.4K	0.47%	30
2025 Q1	$991K	Sell	9,384 -299	-3%	-$31.6K	0.52%	32
2024 Q4	$1.02M	Buy	9,683 +726	+8%	+$76.7K	0.55%	31
2024 Q3	$951K	Sell	8,957 -5	-0.1%	-$528	0.51%	30
2024 Q2	$937K	Buy	8,962 +129	+1%	+$13.5K	0.53%	29
2024 Q1	$925K	Buy	8,833 +174	+2%	+$18.3K	0.53%	29
2023 Q4	$913K	Buy	8,659 +3,278	+61%	+$341K	0.57%	29
2023 Q3	$553K	Sell	5,381 -123	-2%	-$12.8K	0.4%	33
2023 Q2	$573K	Sell	5,504 -213	-4%	-$22.2K	0.41%	32
2023 Q1	$598K	Sell	5,717 -105	-2%	-$11K	0.45%	31
2022 Q4	$607K	Buy	+5,822	New	+$603K	0.5%	29

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

Shore Point Advisors's SUB Position: Q3 2026 in Review

Shore Point Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 6% in Q3 2026, buying an estimated $78K and bringing the position to 13,107 shares worth $1.37M. The position accounts for 0.43% of the portfolio, ranked #33.

Shore Point Advisors first reported a position in SUB in Q4 2022 and has held it in 16 quarters since. 844 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Shore Point Advisors held 13,107 shares of iShares Short-Term National Muni Bond ETF worth $1.37M as of Q3 2026.
Shore Point Advisors bought 737 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $78K.
iShares Short-Term National Muni Bond ETF made up 0.43% of Shore Point Advisors's portfolio in Q3 2026, its #33 holding.
Shore Point Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 16 quarters since.
844 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Shore Point Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.