Split Rock Private Trading & Wealth Management
SUB icon

Split Rock Private Trading & Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Split Rock Private Trading & 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
Q3 		$417K Buy
3,991
+833
+26% +$88.2K 0.28% 31
2026
Q2 		$336K Buy
3,158
+983
+45% +$105K 0.23% 36
2026
Q1 		$232K Buy
+2,175
New +$233K 0.18% 36

Other funds holding SUB

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's SUB Position: Q3 2026 in Review

Split Rock Private Trading & Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 26% in Q3 2026, buying an estimated $88.2K and bringing the position to 3,991 shares worth $417K. The position accounts for 0.28% of the portfolio, ranked #31.

Split Rock Private Trading & Wealth Management first reported a position in SUB in Q1 2026 and has held it in 3 quarters since. 844 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Split Rock Private Trading & Wealth Management held 3,991 shares of iShares Short-Term National Muni Bond ETF worth $417K as of Q3 2026.
  • Split Rock Private Trading & Wealth Management bought 833 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $88.2K.
  • iShares Short-Term National Muni Bond ETF made up 0.28% of Split Rock Private Trading & Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 844 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.