Godshalk Welsh Capital Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Godshalk Welsh Capital Management’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 Q1	$1.39M	Sell	13,050 -900	-6%	-$96.3K	0.81%	41
2025 Q4	$1.49M	Buy	13,950 +325	+2%	+$34.6K	0.85%	37
2025 Q3	$1.45M	Hold	13,625	–	–	0.83%	35
2025 Q2	$1.45M	Sell	13,625 -300	-2%	-$31.7K	0.89%	33
2025 Q1	$1.47M	Buy	13,925 +225	+2%	+$23.8K	0.96%	30
2024 Q4	$1.45M	Buy	13,700 +1,400	+11%	+$148K	0.93%	32
2024 Q3	$1.31M	Buy	12,300 +1,950	+19%	+$206K	0.83%	39
2024 Q2	$1.08M	Buy	10,350 +150	+1%	+$15.7K	0.72%	44
2024 Q1	$1.07M	Buy	+10,200	New	+$1.07M	0.72%	47
2023 Q2	–	Sell	-4,300	Closed	-$450K	–	119
2023 Q1	$450K	Buy	+4,300	New	+$449K	0.32%	86

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Godshalk Welsh Capital Management's SUB Position: Q1 2026 in Review

Godshalk Welsh Capital Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 6.5% in Q1 2026, selling an estimated $96.3K and leaving 13,050 shares worth $1.39M. The position accounts for 0.81% of the portfolio, ranked #41.

Godshalk Welsh Capital Management first reported a position in SUB in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.49M in Q4 2025. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Godshalk Welsh Capital Management held 13,050 shares of iShares Short-Term National Muni Bond ETF worth $1.39M as of Q1 2026.
Godshalk Welsh Capital Management sold 900 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $96.3K.
iShares Short-Term National Muni Bond ETF made up 0.81% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #41 holding.
Godshalk Welsh Capital Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and has held it in 10 quarters since.
Godshalk Welsh Capital Management's iShares Short-Term National Muni Bond ETF position peaked at $1.49M in Q4 2025.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.