Wealthfront Advisers’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Wealthfront Advisers’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	$5.08M	Buy	47,674 +29,012	+155%	+$3.09M	0.01%	437
2026 Q1	$1.99M	Buy	18,662 +7,230	+63%	+$774K	﹤0.01%	601
2025 Q4	$1.22M	Buy	11,432 +522	+5%	+$55.6K	﹤0.01%	677
2025 Q3	$1.16M	Buy	10,910 +2,845	+35%	+$304K	﹤0.01%	673
2025 Q2	$858K	Buy	8,065 +4,355	+117%	+$460K	﹤0.01%	712
2025 Q1	$392K	Buy	3,710 +391	+12%	+$41.3K	﹤0.01%	813
2024 Q4	$350K	Sell	3,319 -5,889	-64%	-$622K	﹤0.01%	818
2024 Q3	$978K	Buy	9,208 +4,133	+81%	+$436K	﹤0.01%	648
2024 Q2	$531K	Buy	5,075 +1,970	+63%	+$206K	﹤0.01%	732
2024 Q1	$325K	Buy	3,105 +123	+4%	+$12.9K	﹤0.01%	789
2023 Q4	$314K	Sell	2,982 -1,308	-30%	-$136K	﹤0.01%	782
2023 Q3	$441K	Sell	4,290 -3,022	-41%	-$313K	﹤0.01%	713
2023 Q2	$761K	Sell	7,312 -524	-7%	-$54.5K	﹤0.01%	609
2023 Q1	$820K	Buy	7,836 +43	+0.6%	+$4.49K	﹤0.01%	567
2022 Q4	$813K	Buy	7,793 +5,175	+198%	+$536K	﹤0.01%	546
2022 Q3	$269K	Buy	+2,618	New	+$273K	﹤0.01%	707
2022 Q2	–	Sell	-2,462	Closed	-$258K	–	799
2022 Q1	$258K	Buy	2,462 +85	+4%	+$8.99K	﹤0.01%	728
2021 Q4	$255K	Buy	+2,377	New	+$255K	﹤0.01%	714

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

Wealthfront Advisers's SUB Position: Q2 2026 in Review

Wealthfront Advisers increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 155% in Q2 2026, buying an estimated $3.09M and bringing the position to 47,674 shares worth $5.08M. The position accounts for 0.01% of the portfolio, ranked #437.

Wealthfront Advisers first reported a position in SUB in Q4 2021 and has held it in 18 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Wealthfront Advisers held 47,674 shares of iShares Short-Term National Muni Bond ETF worth $5.08M as of Q2 2026.
Wealthfront Advisers bought 29,012 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $3.09M.
iShares Short-Term National Muni Bond ETF made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #437 holding.
Wealthfront Advisers first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.