Shotwell Rutter Baer’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Shotwell Rutter Baer’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	–	Sell	-1,873	Closed	-$200K	–	39
2025 Q4	$200K	Buy	+1,873	New	+$200K	0.12%	39
2024 Q1	–	Sell	-17,327	Closed	-$1.82M	–	27
2023 Q4	$1.82M	Buy	+17,327	New	+$1.8M	1.74%	14

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

Shotwell Rutter Baer's SUB Position: Q1 2026 in Review

Shotwell Rutter Baer sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026, closing a stake of 1,873 shares — an estimated $200K sold.

Shotwell Rutter Baer first reported a position in SUB in Q4 2023 and held it in 2 quarters. The position peaked at $1.82M in Q4 2023. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Shotwell Rutter Baer reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Shotwell Rutter Baer sold 1,873 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $200K.
Shotwell Rutter Baer first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and held it in 2 quarters.
Shotwell Rutter Baer's iShares Short-Term National Muni Bond ETF position peaked at $1.82M in Q4 2023.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Shotwell Rutter Baer's 13F filing for Q1 2026, filed 22 Apr 2026.