Global Wealth Management Investment Advisory’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Global Wealth Management Investment Advisory’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	$336K	Buy	3,156 +871	+38%	+$92.7K	0.05%	133
2026 Q1	$243K	Sell	2,285 -644	-22%	-$68.9K	0.04%	140
2025 Q4	$313K	Buy	2,929 +251	+9%	+$26.7K	0.05%	127
2025 Q3	$286K	Buy	2,678 +566	+27%	+$60.4K	0.05%	130
2025 Q2	$225K	Buy	2,112 +45	+2%	+$4.75K	0.04%	138
2025 Q1	$218K	Hold	2,067	–	–	0.04%	134
2024 Q4	$218K	Buy	+2,067	New	+$218K	0.04%	133
2024 Q1	–	Sell	-3,231	Closed	-$341K	–	394
2023 Q4	$341K	Hold	3,231	–	–	0.09%	122
2023 Q3	$332K	Hold	3,231	–	–	0.09%	124
2023 Q2	$336K	Buy	3,231 +8	+0.2%	+$833	0.09%	124
2023 Q1	$337K	Hold	3,223	–	–	0.1%	119
2022 Q4	$336K	Buy	3,223 +181	+6%	+$18.7K	0.11%	113
2022 Q3	$312K	Hold	3,042	–	–	0.11%	116
2022 Q2	$318K	Buy	3,042 +59	+2%	+$6.14K	0.11%	120
2022 Q1	$312K	Buy	2,983 +60	+2%	+$6.35K	0.09%	125
2021 Q4	$314K	Hold	2,923	–	–	0.09%	119
2021 Q3	$314K	Buy	2,923 +138	+5%	+$14.9K	0.1%	113
2021 Q2	$300K	Hold	2,785	–	–	0.1%	110
2021 Q1	$300K	Buy	2,785 +1,313	+89%	+$142K	0.11%	108
2020 Q4	$159K	Hold	1,472	–	–	0.06%	116
2020 Q3	$159K	Buy	+1,472	New	+$159K	0.07%	112

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

Global Wealth Management Investment Advisory's SUB Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 38% in Q2 2026, buying an estimated $92.7K and bringing the position to 3,156 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #133.

Global Wealth Management Investment Advisory first reported a position in SUB in Q3 2020 and has held it in 21 quarters since. The position peaked at $341K in Q4 2023. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Global Wealth Management Investment Advisory held 3,156 shares of iShares Short-Term National Muni Bond ETF worth $336K as of Q2 2026.
Global Wealth Management Investment Advisory bought 871 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $92.7K.
iShares Short-Term National Muni Bond ETF made up 0.05% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #133 holding.
Global Wealth Management Investment Advisory first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2020 and has held it in 21 quarters since.
Global Wealth Management Investment Advisory's iShares Short-Term National Muni Bond ETF position peaked at $341K in Q4 2023.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.