SUB β€” ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

Ownership history in Salomon & Ludwin, LLC  Β·  13 quarters on record

AI Ownership Summary

Salomon & Ludwin, LLC reported ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 6.56% in 2025 Q1. The latest visible filing shows SUB at 6.26% 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 Salomon & Ludwin, LLC's position in ISHARES SHORT-TERM NATIONAL MUNI BOND 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 Q4

SUB was reported at 6.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.56% in 2025 Q1

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Salomon & Ludwin, LLC fund profile Salomon & Ludwin, LLC full holdings
How Salomon & Ludwin, LLC held SUB β€” position size vs. price
% of Fund (quarterly)    SUB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 663,262 +27,347 +4.3% 6.26% $70.9M 2026-02-14 (Est.) $107.16
2025 Q3 ADDED 635,915 +36,668 +6.1% 6.10% $67.8M 2025-10-21 $105.41
2025 Q2 ADDED 599,247 +16,773 +2.9% 6.29% $63.7M 2025-07-29 $104.92
2025 Q1 ADDED 582,474 +22,832 +4.1% 6.56% $61.5M 2025-04-28 $103.02
2024 Q4 ADDED 559,642 +10,221 +1.9% 6.25% $59.0M 2025-01-30 $102.90
2024 Q3 ADDED 549,421 +37,631 +7.4% 5.95% $58.4M 2024-10-24 $102.01
2024 Q2 ADDED 511,790 +7,843 +1.6% 5.97% $53.5M 2024-07-25 $101.03
2024 Q1 ADDED 503,947 +57,960 +13.0% 4.54% $52.8M 2024-05-02 $100.12
2023 Q4 UNCHANGED 445,987 β€” 0% 4.79% $45.9M 2024-02-07 $100.01
2023 Q3 ADDED 445,987 +71,766 +19.2% 4.79% $45.9M 2023-11-14 $98.72
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SUB

As of 2025 Q4 β€” sorted by position size

Safe Harbor Family Capital, LLC 21.64% Heritage Investment Group, Inc. 3Y 8.51% DGS Capital Management, LLC 3Y 8.33% Life Planning Partners, Inc 3Y 4.46% BROWN WEALTH MANAGEMENT, LLC 4.21% SENTINEL WEALTH MANAGEMENT, INC. 4.06% DURANTE & WATERS, LLC 3.77% AUA CAPITAL MANAGEMENT, LLC 3Y 7Y 3.61% SIGNAL TREE FINANCIAL PARTNERS LLC 2.8% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 2.68%

FAQ About Salomon & Ludwin, 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 Salomon & Ludwin, LLC reported owning SUB?

Salomon & Ludwin, LLC reported SUB across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SUB position in Salomon & Ludwin, LLC's portfolio?

The largest reported portfolio weight for SUB was 6.56% in 2025 Q1.

What is the latest reported SUB position on this page?

The most recent filing on this page is 2025 Q4, when Salomon & Ludwin, LLC reported 663,262 shares, equal to 6.26% of portfolio, with an estimated market value of $70.9M.

What does the chart on this SUB ownership page compare?

The chart compares Salomon & Ludwin, 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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