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

Wealth Advisory Solutions’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	$237K	Hold	2,222	–	–	0.05%	123
2025 Q4	$237K	Hold	2,222	–	–	0.06%	126
2025 Q3	$237K	Buy	2,222 +20	+0.9%	+$2.14K	0.06%	128
2025 Q2	$234K	Buy	+2,202	New	+$233K	0.06%	129
2023 Q4	–	Sell	-19,107	Closed	-$1.97M	–	110
2023 Q3	$1.97M	Sell	19,107 -13,942	-42%	-$1.45M	0.39%	50
2023 Q2	$3.44M	Sell	33,049 -5,218	-14%	-$543K	0.92%	34
2023 Q1	$4.01M	Sell	38,267 -28,933	-43%	-$3.02M	1.06%	28
2022 Q4	$7.01M	Buy	67,200 +24,165	+56%	+$2.5M	1.88%	15
2022 Q3	$4.42M	Sell	43,035 -191	-0.4%	-$19.9K	1.22%	21
2022 Q2	$4.52M	Sell	43,226 -14,283	-25%	-$1.49M	1.11%	25
2022 Q1	$6.01M	Buy	+57,509	New	+$6.09M	1.25%	23
2021 Q3	$5.43M	Buy	50,529 +47,279	+1,455%	+$5.1M	1.21%	22
2021 Q2	$350K	Buy	+3,250	New	+$350K	0.08%	119

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

Wealth Advisory Solutions's SUB Position: Q1 2026 in Review

Wealth Advisory Solutions held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q1 2026 at 2,222 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #123.

Wealth Advisory Solutions first reported a position in SUB in Q2 2021 and has held it in 13 quarters since. The position peaked at $7.01M in Q4 2022. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Wealth Advisory Solutions held 2,222 shares of iShares Short-Term National Muni Bond ETF worth $237K as of Q1 2026.
Wealth Advisory Solutions left its iShares Short-Term National Muni Bond ETF share count unchanged in Q1 2026.
iShares Short-Term National Muni Bond ETF made up 0.05% of Wealth Advisory Solutions's portfolio in Q1 2026, its #123 holding.
Wealth Advisory Solutions first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2021 and has held it in 13 quarters since.
Wealth Advisory Solutions's iShares Short-Term National Muni Bond ETF position peaked at $7.01M in Q4 2022.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.