Stone Summit Wealth
SUB icon

Stone Summit Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Stone Summit Wealth’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 		$2.53M Buy
24,156
+251
+1% +$26.6K 0.68% 46
2026
Q2 		$2.55M Sell
23,905
-1,960
-8% -$209K 0.65% 46
2026
Q1 		$2.75M Buy
25,865
+544
+2% +$58.2K 0.77% 40
2025
Q4 		$2.7M Buy
25,321
+1,339
+6% +$143K 0.73% 42
2025
Q3 		$2.56M Sell
23,982
-42
-0.2% -$4.48K 0.73% 43
2025
Q2 		$2.55M Buy
24,024
+451
+2% +$47.6K 0.79% 45
2025
Q1 		$2.49M Buy
23,573
+236
+1% +$24.9K 0.84% 40
2024
Q4 		$2.46M Buy
23,337
+1,867
+9% +$197K 0.83% 41
2024
Q3 		$2.28M Buy
21,470
+197
+0.9% +$20.8K 0.74% 46
2024
Q2 		$2.22M Sell
21,273
-2,301
-10% -$240K 0.8% 40
2024
Q1 		$2.47M Buy
23,574
+2,527
+12% +$265K 0.86% 41
2023
Q4 		$2.22M Buy
21,047
+4,304
+26% +$448K 0.85% 42
2023
Q3 		$1.72M Sell
16,743
-232
-1% -$24.1K 0.74% 47
2023
Q2 		$1.77M Buy
16,975
+1,853
+12% +$193K 0.73% 46
2023
Q1 		$1.58M Buy
15,122
+2,126
+16% +$222K 0.7% 50
2022
Q4 		$1.36M Buy
12,996
+6,759
+108% +$700K 0.66% 51
2022
Q3 		$640K Buy
6,237
+1,585
+34% +$165K 0.39% 70
2022
Q2 		$487K Sell
4,652
-3,218
-41% -$335K 0.29% 84
2022
Q1 		$824K Sell
7,870
-1,984
-20% -$210K 0.46% 63
2021
Q4 		$1.06M Buy
+9,854
New +$1.06M 0.86% 44

Other funds holding SUB

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Stone Summit Wealth's SUB Position: Q3 2026 in Review

Stone Summit Wealth increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 1% in Q3 2026, buying an estimated $26.6K and bringing the position to 24,156 shares worth $2.53M. The position accounts for 0.68% of the portfolio, ranked #46.

Stone Summit Wealth first reported a position in SUB in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.75M in Q1 2026. 241 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Stone Summit Wealth held 24,156 shares of iShares Short-Term National Muni Bond ETF worth $2.53M as of Q3 2026.
  • Stone Summit Wealth bought 251 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $26.6K.
  • iShares Short-Term National Muni Bond ETF made up 0.68% of Stone Summit Wealth's portfolio in Q3 2026, its #46 holding.
  • Stone Summit Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's iShares Short-Term National Muni Bond ETF position peaked at $2.75M in Q1 2026.
  • 241 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.