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 Q2	$5.06M	Sell	47,550 -564	-1%	-$60K	0.03%	263
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 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

Wealthspire Advisors (New York)'s SUB Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.2% in Q2 2026, selling an estimated $60K and leaving 47,550 shares worth $5.06M. The position accounts for 0.03% of the portfolio, ranked #263.

Wealthspire Advisors (New York) first reported a position in SUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.4M in Q2 2025. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Wealthspire Advisors (New York) held 47,550 shares of iShares Short-Term National Muni Bond ETF worth $5.06M as of Q2 2026.
Wealthspire Advisors (New York) sold 564 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $60K.
iShares Short-Term National Muni Bond ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #263 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 23 quarters since.
Wealthspire Advisors (New York)'s iShares Short-Term National Muni Bond ETF position peaked at $10.4M in Q2 2025.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.