Weitzel Financial Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Weitzel Financial Services’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	$281K	Buy	+2,677	New	+$283K	0.09%	44

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

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 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

Weitzel Financial Services's SUB Position: Q3 2026 in Review

Weitzel Financial Services opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026: 2,677 shares worth $281K. The stake represents 0.09% of the portfolio and ranks #44 among its holdings.

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

Weitzel Financial Services held 2,677 shares of iShares Short-Term National Muni Bond ETF worth $281K as of Q3 2026.
iShares Short-Term National Muni Bond ETF was a new Weitzel Financial Services position in Q3 2026.
iShares Short-Term National Muni Bond ETF made up 0.09% of Weitzel Financial Services's portfolio in Q3 2026, its #44 holding.
311 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.