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

GC Wealth Management RIA’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 Q2	–	Sell	-6,372	Closed	-$679K	–	536
2026 Q1	$679K	Buy	6,372 +1,865	+41%	+$200K	0.03%	301
2025 Q4	$481K	Hold	4,507	–	–	0.02%	365
2025 Q3	$481K	Hold	4,507	–	–	0.02%	573
2025 Q2	$479K	Sell	4,507 -932	-17%	-$98.4K	0.04%	333
2025 Q1	$574K	Hold	5,439	–	–	0.11%	162
2024 Q4	$574K	Sell	5,439 -2,670	-33%	-$282K	0.1%	158
2024 Q3	$861K	Hold	8,109	–	–	0.15%	122
2024 Q2	$848K	Sell	8,109 -1,097	-12%	-$115K	0.17%	114
2024 Q1	$964K	Buy	9,206 +1,097	+14%	+$115K	0.19%	102
2023 Q4	$855K	Buy	+8,109	New	+$844K	0.39%	69

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

GC Wealth Management RIA's SUB Position: Q2 2026 in Review

GC Wealth Management RIA sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026, closing a stake of 6,372 shares — an estimated $679K sold.

GC Wealth Management RIA first reported a position in SUB in Q4 2023 and held it in 10 quarters. The position peaked at $964K in Q1 2024. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

GC Wealth Management RIA reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
GC Wealth Management RIA sold 6,372 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $679K.
GC Wealth Management RIA first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and held it in 10 quarters.
GC Wealth Management RIA's iShares Short-Term National Muni Bond ETF position peaked at $964K in Q1 2024.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.