BSC
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BOLTON SECURITIES CORPORATION’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$16K Buy
+150
New +$16.1K ﹤0.01% 1511
2025
Q3 		$16K Buy
+150
New +$16K ﹤0.01% 1442
2025
Q1 		$15.8K Buy
+150
New +$15.9K ﹤0.01% 1336

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SUB Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026: 150 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #1511 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in SUB as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in SUB in Q1 2025 and has held it in 3 quarters since. The position peaked at $16K in Q3 2025. 894 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 150 shares of iShares Short-Term National Muni Bond ETF worth $16K as of Q1 2026.
  • iShares Short-Term National Muni Bond ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares Short-Term National Muni Bond ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1511 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares Short-Term National Muni Bond ETF position peaked at $16K in Q3 2025.
  • 894 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.