Stonebridge Financial Group
SUB icon

Stonebridge Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Stonebridge Financial Group’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 		$848K Buy
8,120
+2,470
+44% +$262K 0.1% 112
2026
Q2 		$601K Buy
+5,650
New +$601K 0.08% 150

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Bank of New York Mellon
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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

Stonebridge Financial Group's SUB Position: Q3 2026 in Review

Stonebridge Financial Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 44% in Q3 2026, buying an estimated $262K and bringing the position to 8,120 shares worth $848K. The position accounts for 0.1% of the portfolio, ranked #112.

Stonebridge Financial Group first reported a position in SUB in Q2 2026 and has held it in 2 quarters since. 844 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Stonebridge Financial Group held 8,120 shares of iShares Short-Term National Muni Bond ETF worth $848K as of Q3 2026.
  • Stonebridge Financial Group bought 2,470 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $262K.
  • iShares Short-Term National Muni Bond ETF made up 0.1% of Stonebridge Financial Group's portfolio in Q3 2026, its #112 holding.
  • Stonebridge Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 844 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.