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

Wealth Enhancement Advisory Services’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 Q3	$28.5M	Buy	276,189 +21,627	+8%	+$2.29M	0.04%	380
2026 Q2	$26.6M	Buy	254,562 +56,750	+29%	+$6.04M	0.04%	356
2026 Q1	$20.6M	Sell	197,812 -66,842	-25%	-$7.15M	0.04%	385
2025 Q4	$28.3M	Buy	264,654 +22,783	+9%	+$2.43M	0.04%	383
2025 Q3	$25.8M	Buy	241,871 +10,314	+4%	+$1.1M	0.04%	388
2025 Q2	$24.6M	Sell	231,557 -59,204	-20%	-$6.25M	0.04%	370
2025 Q1	$30.7M	Sell	290,761 -50,630	-15%	-$5.35M	0.06%	301
2024 Q4	$36M	Buy	341,391 +80,076	+31%	+$8.46M	0.07%	262
2024 Q3	$27.7M	Buy	261,315 +8,549	+3%	+$902K	0.06%	294
2024 Q2	$26.4M	Sell	252,766 -10,756	-4%	-$1.12M	0.06%	286
2024 Q1	$27.6M	Buy	263,522 +3,084	+1%	+$324K	0.07%	259
2023 Q4	$27.5M	Sell	260,438 -66,016	-20%	-$6.87M	0.08%	236
2023 Q3	$33.6M	Buy	326,454 +308,145	+1,683%	+$32M	0.11%	190
2023 Q2	$1.9M	Sell	18,309 -6,340	-26%	-$660K	0.02%	205
2023 Q1	$2.58M	Buy	24,649 +10,205	+71%	+$1.07M	0.03%	188
2022 Q4	$1.52M	Buy	14,444 +2,563	+22%	+$265K	0.02%	190
2022 Q3	$1.22M	Sell	11,881 -5,330	-31%	-$556K	0.02%	221
2022 Q2	$1.8M	Buy	17,211 +3,168	+23%	+$330K	0.03%	209
2022 Q1	$1.47M	Buy	+14,043	New	+$1.49M	0.02%	210
2020 Q1	–	Sell	-3,121	Closed	-$333K	–	268
2019 Q4	$333K	Buy	+3,121	New	+$333K	0.01%	194

Other funds holding SUB

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Wealth Enhancement Advisory Services's SUB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 8.5% in Q3 2026, buying an estimated $2.29M and bringing the position to 276,189 shares worth $28.5M. The position accounts for 0.04% of the portfolio, ranked #380.

Wealth Enhancement Advisory Services first reported a position in SUB in Q4 2019 and has held it in 20 quarters since. The position peaked at $36M in Q4 2024. 844 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Wealth Enhancement Advisory Services held 276,189 shares of iShares Short-Term National Muni Bond ETF worth $28.5M as of Q3 2026.
Wealth Enhancement Advisory Services bought 21,627 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $2.29M.
iShares Short-Term National Muni Bond ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #380 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and has held it in 20 quarters since.
Wealth Enhancement Advisory Services's iShares Short-Term National Muni Bond ETF position peaked at $36M in Q4 2024.
844 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.