W.H. Cornerstone Investments’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

W.H. Cornerstone Investments’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	$571K	Buy	5,363 +31	+0.6%	+$3.3K	0.32%	61
2026 Q1	$568K	Buy	5,332 +20	+0.4%	+$2.14K	0.36%	56
2025 Q4	$567K	Buy	5,312 +524	+11%	+$55.8K	0.34%	62
2025 Q3	$511K	Sell	4,788 -3,496	-42%	-$373K	0.31%	69
2025 Q2	$881K	Buy	8,284 +47	+0.6%	+$4.96K	0.56%	49
2025 Q1	$870K	Buy	8,237 +31	+0.4%	+$3.28K	0.6%	46
2024 Q4	$866K	Buy	8,206 +391	+5%	+$41.3K	0.58%	38
2024 Q3	$830K	Buy	7,815 +40	+0.5%	+$4.22K	0.56%	46
2024 Q2	$813K	Sell	7,775 -756	-9%	-$79K	0.58%	46
2024 Q1	$893K	Sell	8,531 -1,624	-16%	-$171K	0.64%	43
2023 Q4	$1.07M	Buy	10,155 +3,217	+46%	+$335K	0.85%	34
2023 Q3	$714K	Sell	6,938 -882	-11%	-$91.5K	0.63%	52
2023 Q2	$814K	Buy	7,820 +32	+0.4%	+$3.33K	0.73%	48
2023 Q1	$815K	Buy	7,788 +710	+10%	+$74.1K	0.74%	48
2022 Q4	$742K	Buy	+7,078	New	+$733K	0.7%	49

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

W.H. Cornerstone Investments's SUB Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.58% in Q2 2026, buying an estimated $3.3K and bringing the position to 5,363 shares worth $571K. The position accounts for 0.32% of the portfolio, ranked #61.

W.H. Cornerstone Investments first reported a position in SUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q4 2023. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

W.H. Cornerstone Investments held 5,363 shares of iShares Short-Term National Muni Bond ETF worth $571K as of Q2 2026.
W.H. Cornerstone Investments bought 31 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $3.3K.
iShares Short-Term National Muni Bond ETF made up 0.32% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #61 holding.
W.H. Cornerstone Investments first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
W.H. Cornerstone Investments's iShares Short-Term National Muni Bond ETF position peaked at $1.07M in Q4 2023.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.