Smithbridge Asset Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Smithbridge Asset 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 Q3	$404K	Sell	3,869 -6,123	-61%	-$648K	0.05%	135
2026 Q2	$1.06M	Sell	9,992 -1,500	-13%	-$160K	0.14%	106
2026 Q1	$1.22M	Sell	11,492 -11,492	-50%	-$1.23M	0.18%	101
2025 Q4	$2.45M	Buy	22,984 +8,892	+63%	+$948K	0.21%	77
2025 Q3	$1.5M	Buy	+14,092	New	+$1.5M	0.22%	77

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

Smithbridge Asset Management's SUB Position: Q3 2026 in Review

Smithbridge Asset Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 61% in Q3 2026, selling an estimated $648K and leaving 3,869 shares worth $404K. The position accounts for 0.05% of the portfolio, ranked #135.

Smithbridge Asset Management first reported a position in SUB in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.45M in Q4 2025. 311 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Smithbridge Asset Management held 3,869 shares of iShares Short-Term National Muni Bond ETF worth $404K as of Q3 2026.
Smithbridge Asset Management sold 6,123 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $648K.
iShares Short-Term National Muni Bond ETF made up 0.05% of Smithbridge Asset Management's portfolio in Q3 2026, its #135 holding.
Smithbridge Asset Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2025 and has held it in 5 quarters since.
Smithbridge Asset Management's iShares Short-Term National Muni Bond ETF position peaked at $2.45M in Q4 2025.
311 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.