Triad Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Triad Wealth Partners’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	$6.43M	Buy	61,549 +7,090	+13%	+$751K	0.36%	48
2026 Q2	$5.77M	Buy	54,459 +27,900	+105%	+$2.97M	0.34%	54
2026 Q1	$2.83M	Buy	26,559 +4,729	+22%	+$506K	0.22%	83
2025 Q4	$2.33M	Buy	21,830 +13,905	+175%	+$1.48M	0.22%	80
2025 Q3	$846K	Buy	7,925 +1,969	+33%	+$210K	0.11%	137
2025 Q2	$633K	Buy	5,956 +2,198	+58%	+$232K	0.13%	124
2025 Q1	$397K	Buy	+3,758	New	+$397K	0.12%	124

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

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

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

Triad Wealth Partners's SUB Position: Q3 2026 in Review

Triad Wealth Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 13% in Q3 2026, buying an estimated $751K and bringing the position to 61,549 shares worth $6.43M. The position accounts for 0.36% of the portfolio, ranked #48.

Triad Wealth Partners first reported a position in SUB in Q1 2025 and has held it in 7 quarters since. 580 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Triad Wealth Partners held 61,549 shares of iShares Short-Term National Muni Bond ETF worth $6.43M as of Q3 2026.
Triad Wealth Partners bought 7,090 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $751K.
iShares Short-Term National Muni Bond ETF made up 0.36% of Triad Wealth Partners's portfolio in Q3 2026, its #48 holding.
Triad Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and has held it in 7 quarters since.
580 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.