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

Wise 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	$317K	Buy	3,032 +19	+0.6%	+$2.01K	0.58%	29
2026 Q2	$321K	Buy	3,013 +19	+0.6%	+$2.02K	0.55%	32
2026 Q1	$319K	Buy	2,994 +13	+0.4%	+$1.39K	0.43%	46
2025 Q4	$318K	Buy	2,981 +25	+0.8%	+$2.66K	0.46%	44
2025 Q3	$316K	Buy	2,956 +18	+0.6%	+$1.92K	0.48%	45
2025 Q2	$312K	Buy	2,938 +16	+0.5%	+$1.69K	0.52%	45
2025 Q1	$309K	Buy	2,922 +12	+0.4%	+$1.27K	0.74%	34
2024 Q4	$307K	Buy	+2,910	New	+$307K	0.76%	31

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

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

Wise Wealth Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.63% in Q3 2026, buying an estimated $2.01K and bringing the position to 3,032 shares worth $317K. The position accounts for 0.58% of the portfolio, ranked #29.

Wise Wealth Partners first reported a position in SUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $321K in Q2 2026. 431 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Wise Wealth Partners held 3,032 shares of iShares Short-Term National Muni Bond ETF worth $317K as of Q3 2026.
Wise Wealth Partners bought 19 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $2.01K.
iShares Short-Term National Muni Bond ETF made up 0.58% of Wise Wealth Partners's portfolio in Q3 2026, its #29 holding.
Wise Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
Wise Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $321K in Q2 2026.
431 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

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