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

SignatureFD’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	–	Sell	-704	Closed	-$74.9K	–	3655
2026 Q2	$74.9K	Buy	+704	New	+$74.9K	﹤0.01%	1625
2025 Q3	–	Sell	-300	Closed	-$31.9K	–	3475
2025 Q2	$31.9K	Sell	300 -109	-27%	-$11.5K	﹤0.01%	1832
2025 Q1	$43.2K	Hold	409	–	–	﹤0.01%	1661
2024 Q4	$43.1K	Hold	409	–	–	﹤0.01%	1663
2024 Q3	$43.4K	Hold	409	–	–	﹤0.01%	1655
2024 Q2	$42.8K	Buy	409 +14	+4%	+$1.46K	﹤0.01%	1579
2024 Q1	$41.4K	Hold	395	–	–	﹤0.01%	1643
2023 Q4	$41.6K	Buy	395 +194	+97%	+$20.2K	﹤0.01%	1559
2023 Q3	$20.7K	Hold	201	–	–	﹤0.01%	1836
2023 Q2	$20.9K	Hold	201	–	–	﹤0.01%	1863
2023 Q1	$21K	Hold	201	–	–	﹤0.01%	1843
2022 Q4	$21K	Buy	201 +91	+83%	+$9.42K	﹤0.01%	1780
2022 Q3	$11K	Sell	110 -720	-87%	-$75.2K	﹤0.01%	2048
2022 Q2	$87K	Buy	+830	New	+$86.4K	﹤0.01%	1045
2020 Q4	–	Sell	-479	Closed	-$52K	–	2701
2020 Q3	$52K	Sell	479 -597	-55%	-$64.5K	﹤0.01%	969
2020 Q2	$116K	Sell	1,076 -150	-12%	-$16.1K	0.01%	639
2020 Q1	$130K	Buy	1,226 +318	+35%	+$33.8K	0.01%	549
2019 Q4	$97K	Hold	908	–	–	0.01%	722
2019 Q3	$97K	Hold	908	–	–	0.01%	656
2019 Q2	$97K	Hold	908	–	–	0.01%	635
2019 Q1	$96K	Hold	908	–	–	0.01%	644
2018 Q4	$96K	Sell	908 -71	-7%	-$7.44K	0.01%	604
2018 Q3	$103K	Hold	979	–	–	0.01%	628
2018 Q2	$103K	Buy	+979	New	+$102K	0.01%	609

Other funds holding SUB

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

SignatureFD's SUB Position: Q3 2026 in Review

SignatureFD sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026, closing a stake of 704 shares — an estimated $74.9K sold.

SignatureFD first reported a position in SUB in Q2 2018 and held it in 24 quarters. The position peaked at $130K in Q1 2020. 311 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

SignatureFD reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
SignatureFD sold 704 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $74.9K.
SignatureFD first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2018 and held it in 24 quarters.
SignatureFD's iShares Short-Term National Muni Bond ETF position peaked at $130K in Q1 2020.
311 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.