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

Stewardship 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	$1.42M	Buy	13,628 +802	+6%	+$84.9K	0.3%	49
2026 Q2	$1.37M	Buy	12,826 +1,899	+17%	+$202K	0.28%	48
2026 Q1	$1.16M	Sell	10,927 -2,316	-17%	-$248K	0.27%	51
2025 Q4	$1.41M	Buy	13,243 +108	+0.8%	+$11.5K	0.33%	44
2025 Q3	$1.4M	Buy	13,135 +3,000	+30%	+$320K	0.33%	44
2025 Q2	$1.08M	Buy	10,135 +3,818	+60%	+$403K	0.27%	49
2025 Q1	$667K	Sell	6,317 -19	-0.3%	-$2.01K	0.18%	58
2024 Q4	$668K	Buy	6,336 +887	+16%	+$93.7K	0.19%	71
2024 Q3	$579K	Buy	+5,449	New	+$575K	0.16%	72

Other funds holding SUB

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

Stewardship Advisors's SUB Position: Q3 2026 in Review

Stewardship Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 6.3% in Q3 2026, buying an estimated $84.9K and bringing the position to 13,628 shares worth $1.42M. The position accounts for 0.3% of the portfolio, ranked #49.

Stewardship Advisors first reported a position in SUB in Q3 2024 and has held it in 9 quarters since. 634 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Stewardship Advisors held 13,628 shares of iShares Short-Term National Muni Bond ETF worth $1.42M as of Q3 2026.
Stewardship Advisors bought 802 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $84.9K.
iShares Short-Term National Muni Bond ETF made up 0.3% of Stewardship Advisors's portfolio in Q3 2026, its #49 holding.
Stewardship Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and has held it in 9 quarters since.
634 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.