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 Q2	$1.37M	Sell	12,850 -200	-2%	-$21.3K	0.74%	45
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 $1.55T 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

Godshalk Welsh Capital Management's SUB Position: Q2 2026 in Review

Godshalk Welsh Capital Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.5% in Q2 2026, selling an estimated $21.3K and leaving 12,850 shares worth $1.37M. The position accounts for 0.74% of the portfolio, ranked #45.

Godshalk Welsh Capital Management first reported a position in SUB in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q4 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Godshalk Welsh Capital Management held 12,850 shares of iShares Short-Term National Muni Bond ETF worth $1.37M as of Q2 2026.
Godshalk Welsh Capital Management sold 200 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $21.3K.
iShares Short-Term National Muni Bond ETF made up 0.74% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #45 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 11 quarters since.
Godshalk Welsh Capital Management's iShares Short-Term National Muni Bond ETF position peaked at $1.49M in Q4 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.