Wealth Forward LLC’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Wealth Forward LLC’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	$1.18M	Buy	+11,286	New	+$1.2M	0.53%	27

Other funds holding SUB

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

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

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

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

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

ACM

AUA Capital Management Camp Hill, Pennsylvania $211M AUM 13.71% 1-Year Est. Return

Wealth Forward LLC's SUB Position: Q3 2026 in Review

Wealth Forward LLC opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026: 11,286 shares worth $1.18M. The stake represents 0.53% of the portfolio and ranks #27 among its holdings.

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

Wealth Forward LLC held 11,286 shares of iShares Short-Term National Muni Bond ETF worth $1.18M as of Q3 2026.
iShares Short-Term National Muni Bond ETF was a new Wealth Forward LLC position in Q3 2026.
iShares Short-Term National Muni Bond ETF made up 0.53% of Wealth Forward LLC's portfolio in Q3 2026, its #27 holding.
168 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.