Valen Private Capital’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Valen Private Capital’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	$11M	Buy	+105,255	New	+$11.1M	3.4%	7

Other funds holding SUB

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

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

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Valen Private Capital's SUB Position: Q3 2026 in Review

Valen Private Capital opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026: 105,255 shares worth $11M. The stake represents 3.4% of the portfolio and ranks #7 among its holdings.

417 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Valen Private Capital held 105,255 shares of iShares Short-Term National Muni Bond ETF worth $11M as of Q3 2026.
iShares Short-Term National Muni Bond ETF was a new Valen Private Capital position in Q3 2026.
iShares Short-Term National Muni Bond ETF made up 3.4% of Valen Private Capital's portfolio in Q3 2026, its #7 holding.
417 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Valen Private Capital's 13F filing for Q3 2026, filed 23 Oct 2026.