WAP
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Wealthcare Advisory Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Wealthcare Advisory Partners’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 		$15.6M Buy
146,517
+30,413
+26% +$3.24M 0.3% 67
2026
Q1 		$12.4M Buy
116,104
+20,455
+21% +$2.19M 0.24% 86
2025
Q4 		$10.2M Buy
95,649
+37,626
+65% +$4.01M 0.2% 104
2025
Q3 		$6.2M Buy
58,023
+8,926
+18% +$953K 0.13% 140
2025
Q2 		$5.22M Sell
49,097
-15,164
-24% -$1.6M 0.12% 147
2025
Q1 		$6.79M Sell
64,261
-8,843
-12% -$935K 0.18% 105
2024
Q4 		$7.71M Buy
73,104
+1,761
+2% +$186K 0.21% 90
2024
Q3 		$7.58M Buy
71,343
+15,285
+27% +$1.61M 0.22% 92
2024
Q2 		$5.86M Buy
56,058
+2,957
+6% +$309K 0.18% 97
2024
Q1 		$5.56M Sell
53,101
-511
-1% -$53.7K 0.18% 98
2023
Q4 		$5.65M Buy
53,612
+2,979
+6% +$310K 0.22% 78
2023
Q3 		$5.21M Buy
50,633
+6,996
+16% +$726K 0.24% 76
2023
Q2 		$4.54M Buy
43,637
+11,907
+38% +$1.24M 0.2% 90
2023
Q1 		$3.32M Sell
31,730
-19,055
-38% -$1.99M 0.14% 123
2022
Q4 		$5.3M Sell
50,785
-5,357
-10% -$554K 0.25% 79
2022
Q3 		$5.76M Buy
56,142
+46,616
+489% +$4.87M 0.33% 65
2022
Q2 		$997K Buy
9,526
+2,306
+32% +$240K 0.06% 206
2022
Q1 		$755K Sell
7,220
-30,445
-81% -$3.22M 0.05% 235
2021
Q4 		$4.04M Buy
37,665
+30,720
+442% +$3.3M 0.24% 61
2021
Q3 		$747K Buy
6,945
+3,106
+81% +$335K 0.05% 237
2021
Q2 		$414K Hold
3,839
– – 0.03% 355
2021
Q1 		$414K Buy
3,839
+1
+0% +$108 0.03% 326
2020
Q4 		$415K Sell
3,838
-1
-0% -$108 0.04% 261
2020
Q3 		$415K Sell
3,839
-60
-2% -$6.49K 0.05% 226
2020
Q2 		$421K Buy
3,899
+280
+8% +$30K 0.05% 198
2020
Q1 		$385K Buy
3,619
+61
+2% +$6.49K 0.06% 187
2019
Q4 		$380K Buy
3,558
+2,540
+250% +$271K 0.05% 207
2019
Q3 		$108K Hold
1,018
– – 0.02% 368
2019
Q2 		$108K Hold
1,018
– – 0.02% 364
2019
Q1 		$108K Sell
1,018
-970
-49% -$102K 0.02% 324
2018
Q4 		$210K Buy
1,988
+143
+8% +$15K 0.04% 204
2018
Q3 		$193K Sell
1,845
-938
-34% -$98.5K 0.04% 228
2018
Q2 		$292K Sell
2,783
-6,731
-71% -$705K 0.06% 177
2018
Q1 		$998K Sell
9,514
-2,732
-22% -$287K 0.23% 61
2017
Q4 		$1.28M Buy
12,246
+11,942
+3,928% +$1.26M 0.33% 43
2017
Q3 		$32K Buy
+304
New +$32.3K 0.01% 363

Other funds holding SUB

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return