Wiser Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Wiser Wealth Management’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	$2.39M	Sell	22,829 -447	-2%	-$47.3K	0.43%	20
2026 Q2	$2.48M	Buy	23,276 +3,303	+17%	+$352K	0.47%	18
2026 Q1	$2.13M	Buy	19,973 +163	+0.8%	+$17.4K	0.46%	19
2025 Q4	$2.11M	Buy	19,810 +995	+5%	+$106K	0.47%	18
2025 Q3	$2.01M	Buy	18,815 +3,339	+22%	+$357K	0.46%	19
2025 Q2	$1.65M	Sell	15,476 -142	-0.9%	-$15K	0.41%	22
2025 Q1	$1.65M	Sell	15,618 -872	-5%	-$92.2K	0.46%	19
2024 Q4	$1.74M	Sell	16,490 -497	-3%	-$52.5K	0.49%	18
2024 Q3	$1.8M	Sell	16,987 -1,880	-10%	-$198K	0.52%	19
2024 Q2	$1.97M	Sell	18,867 -3,531	-16%	-$369K	0.61%	16
2024 Q1	$2.35M	Sell	22,398 -1,165	-5%	-$122K	0.77%	11
2023 Q4	$2.48M	Buy	23,563 +14,872	+171%	+$1.55M	0.9%	13
2023 Q3	$894K	Buy	8,691 +112	+1%	+$11.6K	0.36%	24
2023 Q2	$893K	Buy	8,579 +3,422	+66%	+$356K	0.36%	24
2023 Q1	$540K	Buy	5,157 +92	+2%	+$9.6K	0.23%	26
2022 Q4	$528K	Buy	5,065 +805	+19%	+$83.3K	0.24%	32
2022 Q3	$437K	Buy	+4,260	New	+$445K	0.23%	26
2022 Q2	–	Sell	-4,876	Closed	-$510K	–	37
2022 Q1	$510K	Sell	4,876 -197	-4%	-$20.8K	0.24%	24
2021 Q4	$545K	Buy	5,073 +33	+0.7%	+$3.54K	0.27%	23
2021 Q3	$542K	Buy	5,040 +3	+0.1%	+$324	0.29%	23
2021 Q2	$543K	Buy	5,037 +62	+1%	+$6.68K	0.33%	22
2021 Q1	$536K	Buy	+4,975	New	+$537K	0.37%	21

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

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

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

IRP

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

EWM

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

Wiser Wealth Management's SUB Position: Q3 2026 in Review

Wiser Wealth Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.9% in Q3 2026, selling an estimated $47.3K and leaving 22,829 shares worth $2.39M. The position accounts for 0.43% of the portfolio, ranked #20.

Wiser Wealth Management first reported a position in SUB in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.48M in Q4 2023. 198 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Wiser Wealth Management held 22,829 shares of iShares Short-Term National Muni Bond ETF worth $2.39M as of Q3 2026.
Wiser Wealth Management sold 447 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $47.3K.
iShares Short-Term National Muni Bond ETF made up 0.43% of Wiser Wealth Management's portfolio in Q3 2026, its #20 holding.
Wiser Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2021 and has held it in 22 quarters since.
Wiser Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $2.48M in Q4 2023.
198 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

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