SUB β€” ISHARES TRUST SHRT NAT MUN ETF

Ownership history in Heritage Wealth Partners, LLC  Β·  9 quarters on record

AI Ownership Summary

Heritage Wealth Partners, LLC reported ISHARES TRUST SHRT NAT MUN ETF (SUB) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 2.04% in 2023 Q4. The latest visible filing shows SUB at 1.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SUB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Heritage Wealth Partners, LLC's position in ISHARES TRUST SHRT NAT MUN ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

SUB was reported at 1.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.04% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SUB stock page Heritage Wealth Partners, LLC fund profile Heritage Wealth Partners, LLC full holdings
How Heritage Wealth Partners, LLC held SUB β€” position size vs. price
% of Fund (quarterly)    SUB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 7,163 -244 -3.3% 1.15% $756K 2025-05-15 (Est.) $103.23
2024 Q4 REDUCED 7,407 -148 -2.0% 0.98% $781K 2025-01-13 $102.15
2024 Q3 REDUCED 7,555 -875 -10.4% 0.94% $802K 2024-10-09 $102.18
2024 Q2 REDUCED 8,430 -1,030 -10.9% 1.28% $881K 2024-07-05 $100.37
2024 Q1 UNCHANGED 9,460 β€” 0% 2.04% $997K 2024-04-25 $99.66
2023 Q4 REDUCED 9,460 -101 -1.1% 2.04% $997K 2024-01-19 $99.47
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SUB

As of 2026 Q1 β€” sorted by position size

BROWN WEALTH MANAGEMENT, LLC 4.25% Baron Financial Group, LLC 3Y 2.35% Elmwood Wealth Management, Inc. 3Y 7Y 2.23% Safir Wealth Advisors, LLC 3Y 1.78% WLTH Capital Management, LLC 1.59% Grove Bank & Trust 3Y 7Y 1.39% Prosperity Planning, Inc. 3Y 1.01% McNamara Financial Services, Inc. 3Y 7Y 1.0% GAMMA Investing LLC 0.89% Pines Wealth Management, LLC 0.77%

FAQ About Heritage Wealth Partners, LLC and SUB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Heritage Wealth Partners, LLC reported owning SUB?

Heritage Wealth Partners, LLC reported SUB across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported SUB position in Heritage Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for SUB was 2.04% in 2023 Q4.

What is the latest reported SUB position on this page?

The most recent filing on this page is 2025 Q1, when Heritage Wealth Partners, LLC reported 7,163 shares, equal to 1.15% of portfolio, with an estimated market value of $756K.

What does the chart on this SUB ownership page compare?

The chart compares Heritage Wealth Partners, LLC's quarterly SUB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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