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

Sunesis 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 		– Sell
-8,884
Closed -$946K – 59
2026
Q2 		$946K Buy
8,884
+5,609
+171% +$597K 0.39% 29
2026
Q1 		$349K Buy
+3,275
New +$351K 0.16% 47

Other funds holding SUB

Creative Planning
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Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Heritage Investment Group
Heritage Investment Group Pompano Beach, Florida $732M AUM 12.6% 1-Year Est. Return

Sunesis Advisors's SUB Position: Q3 2026 in Review

Sunesis Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026, closing a stake of 8,884 shares — an estimated $946K sold.

Sunesis Advisors first reported a position in SUB in Q1 2026 and held it in 2 quarters. The position peaked at $946K in Q2 2026. 511 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Sunesis Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Sunesis Advisors sold 8,884 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $946K.
  • Sunesis Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2026 and held it in 2 quarters.
  • Sunesis Advisors's iShares Short-Term National Muni Bond ETF position peaked at $946K in Q2 2026.
  • 511 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Sunesis Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.