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

Team 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	$379K	Sell	3,624 -303	-8%	-$32.1K	0.15%	36
2026 Q2	$418K	Buy	3,927 +14	+0.4%	+$1.49K	0.18%	34
2026 Q1	$417K	Buy	3,913 +9	+0.2%	+$963	0.19%	30
2025 Q4	$417K	Sell	3,904 -128	-3%	-$13.6K	0.19%	29
2025 Q3	$431K	Buy	4,032 +14	+0.3%	+$1.5K	0.2%	29
2025 Q2	$427K	Buy	4,018 +1,895	+89%	+$200K	0.21%	29
2025 Q1	$224K	Buy	2,123 +2	+0.1%	+$211	0.13%	39
2024 Q4	$224K	Buy	2,121 +5	+0.2%	+$528	0.13%	36
2024 Q3	$225K	Sell	2,116 -382	-15%	-$40.3K	0.13%	33
2024 Q2	$261K	Buy	2,498 +9	+0.4%	+$940	0.17%	31
2024 Q1	$261K	Sell	2,489 -98	-4%	-$10.3K	0.18%	29
2023 Q4	$273K	Sell	2,587 -68	-3%	-$7.07K	0.2%	26
2023 Q3	$273K	Buy	+2,655	New	+$275K	0.23%	26

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Team Financial Group reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 7.7% in Q3 2026, selling an estimated $32.1K and leaving 3,624 shares worth $379K. The position accounts for 0.15% of the portfolio, ranked #36.

Team Financial Group first reported a position in SUB in Q3 2023 and has held it in 13 quarters since. The position peaked at $431K in Q3 2025. 543 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Team Financial Group held 3,624 shares of iShares Short-Term National Muni Bond ETF worth $379K as of Q3 2026.
Team Financial Group sold 303 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $32.1K.
iShares Short-Term National Muni Bond ETF made up 0.15% of Team Financial Group's portfolio in Q3 2026, its #36 holding.
Team Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2023 and has held it in 13 quarters since.
Team Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $431K in Q3 2025.
543 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.