Valley Wealth Managers’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Valley Wealth Managers’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	$29.9K	Buy	286 +173	+153%	+$18.3K	﹤0.01%	242
2026 Q2	$12K	Sell	113 -693	-86%	-$73.8K	﹤0.01%	276
2026 Q1	$85.8K	Hold	806	–	–	0.01%	192
2025 Q4	$86K	Hold	806	–	–	0.01%	194
2025 Q3	$86.1K	Hold	806	–	–	0.01%	185
2025 Q2	$85.7K	Sell	806 -13	-2%	-$1.37K	0.01%	182
2025 Q1	$86.5K	Hold	819	–	–	0.01%	186
2024 Q4	$86.4K	Sell	819 -268	-25%	-$28.3K	0.01%	194
2024 Q3	$115K	Hold	1,087	–	–	0.01%	190
2024 Q2	$114K	Sell	1,087 -455	-30%	-$47.5K	0.01%	196
2024 Q1	$161K	Sell	1,542 -817	-35%	-$85.8K	0.01%	188
2023 Q4	$249K	Sell	2,359 -321	-12%	-$33.4K	0.02%	174
2023 Q3	$276K	Hold	2,680	–	–	0.02%	168
2023 Q2	$279K	Hold	2,680	–	–	0.03%	141
2023 Q1	$281K	Hold	2,680	–	–	0.03%	136
2022 Q4	$279K	Buy	2,680 +20	+0.8%	+$2.07K	0.03%	138
2022 Q3	$273K	Sell	2,660 -781	-23%	-$81.5K	0.03%	144
2022 Q2	$360K	Buy	+3,441	New	+$358K	0.03%	142

Other funds holding SUB

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Valley Wealth Managers's SUB Position: Q3 2026 in Review

Valley Wealth Managers increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 153% in Q3 2026, buying an estimated $18.3K and bringing the position to 286 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Valley Wealth Managers first reported a position in SUB in Q2 2022 and has held it in 18 quarters since. The position peaked at $360K in Q2 2022. 266 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Valley Wealth Managers held 286 shares of iShares Short-Term National Muni Bond ETF worth $29.9K as of Q3 2026.
Valley Wealth Managers bought 173 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $18.3K.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #242 holding.
Valley Wealth Managers first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 18 quarters since.
Valley Wealth Managers's iShares Short-Term National Muni Bond ETF position peaked at $360K in Q2 2022.
266 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.