Public ownership evidence

iShares Short-Term National Muni Bond ETF (SUB) Ownership Disclosures

Read SUB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Short-Term National Muni Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
1,090
Value (USD)
$116,052
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SUB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SUB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-291,090$116,052None
Cornerstone Financial Management LLC2026-03-312026-08-291,483$157,940None
Cornerstone Financial Management LLC2025-12-312026-08-291,483$158,236None
Corient Private Wealth LP2026-06-302026-08-2883,080$8,845,534None
Legacy Edge Advisors, LLC2025-09-302026-08-27189,075$20,189,429None
HORAN Wealth, LLC2026-06-302026-08-272,541$270,480None
Dakota Wealth Management2025-09-302026-08-27116,236$12,411,708None
Dakota Wealth Management2025-12-312026-08-27144,633$15,432,321None
Dakota Wealth Management2026-03-312026-08-27147,820$15,742,819None
Advus Financial Partners, LLC2026-06-302026-08-2619,515$2,077,762None
Advus Financial Partners, LLC2026-03-312026-08-2619,489$2,075,579None
Advus Financial Partners, LLC2025-12-312026-08-2618,075$1,928,603None
Advus Financial Partners, LLC2025-09-302026-08-2616,766$1,790,273None
Advus Financial Partners, LLC2025-06-302026-08-2617,462$1,856,909None
Advus Financial Partners, LLC2025-03-312026-08-2617,988$1,899,533None
Advus Financial Partners, LLC2024-12-312026-08-2617,856$1,883,451None
Advus Financial Partners, LLC2024-09-302026-08-2617,165$1,822,751None
Advus Financial Partners, LLC2024-06-302026-08-2616,186$1,692,246None
Advus Financial Partners, LLC2024-03-312026-08-2616,253$1,702,213None
Advus Financial Partners, LLC2023-12-312026-08-2613,296$1,401,785None
Advus Financial Partners, LLC2023-09-302026-08-2613,533$1,392,004None
Advus Financial Partners, LLC2023-06-302026-08-2617,706$1,842,172None
Advus Financial Partners, LLC2023-03-312026-08-2629,920$3,132,026None
Advus Financial Partners, LLC2022-12-312026-08-26136,555$14,238,590None
Advus Financial Partners, LLC2022-09-302026-08-264,209$432,096None
Advus Financial Partners, LLC2022-06-302026-08-262,515$263,245None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2622,794$2,432,097None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-2659,096$6,291,951None
Strategic Financial Services, Inc.2026-06-302026-08-2511,713$1,247,083None
Kings Path Partners LLC2026-03-312026-08-2217,484$1,862,057None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-222,623$279,271None
Rehmann Capital Advisory Group2026-06-302026-08-2124,440$2,602,143None
Kingsview Wealth Management, LLC2026-06-302026-08-2015,139$1,611,805None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-203,335$355,113None
Field & Main Bank2026-06-302026-08-20376$40,033None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2010,432,746$1,110,774,481None
Beacon Pointe Advisors, LLC2026-06-302026-08-19343,233$36,544,032None
Capasso Planning Partners LLC2026-06-302026-08-192,797$297,756None
Glenview Trust Co2026-06-302026-08-19569$60,581None
Glenview Trust Co2026-06-302026-08-19285,358$30,382,066None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-193,411$363,130None
Sanchez Levi Garrett2026-06-302026-08-1838,400$4,088,448None
Legacy Edge Advisors, LLC2025-06-302026-08-18187,405$19,928,648None
Legacy Edge Advisors, LLC2025-03-312026-08-18177,234$18,715,910None
Legacy Edge Advisors, LLC2024-09-302026-08-18130,368$13,843,778None
Legacy Edge Advisors, LLC2024-06-302026-08-18124,220$12,987,201None
Legacy Edge Advisors, LLC2024-03-312026-08-18129,767$13,590,498None
Legacy Edge Advisors, LLC2024-12-312026-08-18174,386$18,397,723None
Legacy Edge Advisors, LLC2023-12-312026-08-18114,900$12,113,907None
Balanced Rock Investment Advisors LLC2026-06-302026-08-182,078$221,245None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗Legacy Edge Advisors, LLC ↗HORAN Wealth, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Advus Financial Partners, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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