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Wealthspire Advisors (New York)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Wealthspire Advisors (New York)’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 		$5.12M Sell
48,114
-116
-0.2% -$12.4K 0.04% 163
2025
Q4 		$5.15M Sell
48,230
-47,704
-50% -$5.08M 0.04% 159
2025
Q3 		$10.2M Sell
95,934
-1,926
-2% -$206K 0.05% 114
2025
Q2 		$10.4M Buy
97,860
+33,220
+51% +$3.51M 0.06% 111
2025
Q1 		$6.83M Buy
64,640
+29,791
+85% +$3.15M 0.04% 142
2024
Q4 		$3.68M Sell
34,849
-6,710
-16% -$709K 0.04% 174
2024
Q3 		$4.41M Buy
41,559
+35,611
+599% +$3.76M 0.04% 155
2024
Q2 		$622K Sell
5,948
-4,386
-42% -$458K 0.01% 386
2024
Q1 		$1.08M Buy
10,334
+1,150
+13% +$121K 0.01% 306
2023
Q4 		$968K Buy
9,184
+4,226
+85% +$440K 0.01% 316
2023
Q3 		$510K Sell
4,958
-1,765
-26% -$183K 0.01% 388
2023
Q2 		$699K Sell
6,723
-1,900
-22% -$198K 0.01% 311
2023
Q1 		$903K Buy
8,623
+445
+5% +$46.5K 0.02% 264
2022
Q4 		$853K Sell
8,178
-8,732
-52% -$904K 0.02% 292
2022
Q3 		$1.74M Sell
16,910
-12,670
-43% -$1.32M 0.04% 158
2022
Q2 		$3.1M Buy
29,580
+14,635
+98% +$1.52M 0.06% 115
2022
Q1 		$1.56M Buy
14,945
+11,665
+356% +$1.23M 0.04% 145
2021
Q4 		$352K Buy
3,280
+153
+5% +$16.4K 0.01% 391
2021
Q3 		$336K Buy
3,127
+218
+7% +$23.5K 0.01% 442
2021
Q2 		$314K Sell
2,909
-2,985
-51% -$322K 0.01% 285
2021
Q1 		$635K Buy
5,894
+2,853
+94% +$308K 0.02% 338
2020
Q4 		$329K Buy
+3,041
New +$328K 0.01% 411

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wealthspire Advisors (New York)'s SUB Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.24% in Q1 2026, selling an estimated $12.4K and leaving 48,114 shares worth $5.12M. The position accounts for 0.04% of the portfolio, ranked #163.

Wealthspire Advisors (New York) first reported a position in SUB in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.4M in Q2 2025. 885 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • Wealthspire Advisors (New York) held 48,114 shares of iShares Short-Term National Muni Bond ETF worth $5.12M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 116 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $12.4K.
  • iShares Short-Term National Muni Bond ETF made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #163 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Wealthspire Advisors (New York)'s iShares Short-Term National Muni Bond ETF position peaked at $10.4M in Q2 2025.
  • 885 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.