Wealthcare Capital Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Wealthcare Capital Management’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	$2.35M	Sell	22,118 -4,925	-18%	-$524K	0.22%	27
2026 Q1	$2.88M	Buy	27,043 +5,549	+26%	+$594K	0.29%	21
2025 Q4	$2.29M	Buy	21,494 +11,365	+112%	+$1.21M	0.23%	23
2025 Q3	$1.08M	Buy	+10,129	New	+$1.08M	0.11%	34
2024 Q3	–	Sell	-6,311	Closed	-$660K	–	92
2024 Q2	$660K	Hold	6,311	–	–	0.07%	47
2024 Q1	$661K	Sell	6,311 -912	-13%	-$95.8K	0.07%	44
2023 Q4	$762K	Buy	+7,223	New	+$751K	0.09%	42
2023 Q1	–	Sell	-5,353	Closed	-$558K	–	77
2022 Q4	$558K	Buy	+5,353	New	+$554K	0.07%	43
2014 Q4	–	Sell	-120	Closed	-$13K	–	253
2014 Q3	$13K	Buy	+120	New	+$12.8K	﹤0.01%	133

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

Wealthcare Capital Management's SUB Position: Q2 2026 in Review

Wealthcare Capital Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 18% in Q2 2026, selling an estimated $524K and leaving 22,118 shares worth $2.35M. The position accounts for 0.22% of the portfolio, ranked #27.

Wealthcare Capital Management first reported a position in SUB in Q3 2014 and has held it in 9 quarters since. The position peaked at $2.88M in Q1 2026. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Wealthcare Capital Management held 22,118 shares of iShares Short-Term National Muni Bond ETF worth $2.35M as of Q2 2026.
Wealthcare Capital Management sold 4,925 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $524K.
iShares Short-Term National Muni Bond ETF made up 0.22% of Wealthcare Capital Management's portfolio in Q2 2026, its #27 holding.
Wealthcare Capital Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2014 and has held it in 9 quarters since.
Wealthcare Capital Management's iShares Short-Term National Muni Bond ETF position peaked at $2.88M in Q1 2026.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.