WBH Advisory’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

WBH 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	$548K	Hold	5,148	–	–	0.04%	240
2026 Q1	$548K	Hold	5,148	–	–	0.04%	230
2025 Q4	$549K	Hold	5,148	–	–	0.04%	224
2025 Q3	$550K	Buy	5,148 +39	+0.8%	+$4.17K	0.04%	229
2025 Q2	$543K	Buy	5,109 +345	+7%	+$36.4K	0.05%	217
2025 Q1	$503K	Sell	4,764 -349	-7%	-$36.9K	0.05%	211
2024 Q4	$539K	Sell	5,113 -511	-9%	-$54K	0.05%	206
2024 Q3	$597K	Sell	5,624 -627	-10%	-$66.2K	0.06%	195
2024 Q2	$654K	Buy	6,251 +1,107	+22%	+$116K	0.07%	181
2024 Q1	$539K	Sell	5,144 -173	-3%	-$18.2K	0.06%	201
2023 Q4	$561K	Sell	5,317 -19	-0.4%	-$1.98K	0.06%	201
2023 Q3	$549K	Buy	5,336 +50	+0.9%	+$5.19K	0.07%	195
2023 Q2	$550K	Sell	5,286 -1,231	-19%	-$128K	0.07%	196
2023 Q1	$682K	Buy	+6,517	New	+$680K	0.09%	182
2022 Q3	$1.04M	Sell	10,114 -13,985	-58%	-$1.46M	0.15%	139
2022 Q2	$2.53M	Buy	24,099 +1,509	+7%	+$157K	0.34%	70
2022 Q1	$2.34M	Buy	22,590 +16,030	+244%	+$1.7M	0.29%	78
2021 Q4	$704K	Buy	6,560 +1,935	+42%	+$208K	0.08%	187
2021 Q3	$498K	Buy	4,625 +892	+24%	+$96.2K	0.07%	200
2021 Q2	$403K	Buy	+3,733	New	+$402K	0.06%	199
2020 Q2	–	Sell	-2,191	Closed	-$232K	–	235
2020 Q1	$232K	Buy	+2,191	New	+$233K	0.05%	204

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

WBH Advisory's SUB Position: Q2 2026 in Review

WBH Advisory held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 5,148 shares worth $548K. The position accounts for 0.04% of the portfolio, ranked #240.

WBH Advisory first reported a position in SUB in Q1 2020 and has held it in 21 quarters since. The position peaked at $2.53M in Q2 2022. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

WBH Advisory held 5,148 shares of iShares Short-Term National Muni Bond ETF worth $548K as of Q2 2026.
WBH Advisory left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.04% of WBH Advisory's portfolio in Q2 2026, its #240 holding.
WBH Advisory first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2020 and has held it in 21 quarters since.
WBH Advisory's iShares Short-Term National Muni Bond ETF position peaked at $2.53M in Q2 2022.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.