Webster Bank’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Webster Bank’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
2025 Q3	–	Sell	-11,840	Closed	-$1.26M	–	692
2025 Q2	$1.26M	Sell	11,840 -1,891	-14%	-$200K	0.13%	103
2025 Q1	$1.45M	Hold	13,731	–	–	0.16%	101
2024 Q4	$1.45M	Hold	13,731	–	–	0.16%	98
2024 Q3	$1.46M	Hold	13,731	–	–	0.16%	101
2024 Q2	$1.44M	Hold	13,731	–	–	0.16%	97
2024 Q1	$1.44M	Hold	13,731	–	–	0.16%	98
2023 Q4	$1.45M	Buy	+13,731	New	+$1.43M	0.18%	91
2021 Q2	–	Sell	-250	Closed	-$27K	–	552
2021 Q1	$27K	Hold	250	–	–	﹤0.01%	384
2020 Q4	$27K	Hold	250	–	–	﹤0.01%	372
2020 Q3	$27K	Hold	250	–	–	﹤0.01%	348
2020 Q2	$27K	Hold	250	–	–	﹤0.01%	340
2020 Q1	$27K	Hold	250	–	–	﹤0.01%	327
2019 Q4	$27K	Hold	250	–	–	﹤0.01%	370
2019 Q3	$27K	Hold	250	–	–	﹤0.01%	364
2019 Q2	$27K	Hold	250	–	–	﹤0.01%	360
2019 Q1	$27K	Hold	250	–	–	﹤0.01%	357
2018 Q4	$26K	Hold	250	–	–	﹤0.01%	356
2018 Q3	$26K	Hold	250	–	–	﹤0.01%	383
2018 Q2	$26K	Hold	250	–	–	﹤0.01%	383
2018 Q1	$26K	Hold	250	–	–	﹤0.01%	405
2017 Q4	$26K	Hold	250	–	–	﹤0.01%	442
2017 Q3	$26K	Hold	250	–	–	﹤0.01%	417
2017 Q2	$26K	Sell	250 -1,415	-85%	-$150K	﹤0.01%	421
2017 Q1	$175K	Hold	1,665	–	–	0.03%	234
2016 Q4	$175K	Buy	+1,665	New	+$175K	0.03%	230
2014 Q2	–	Sell	-2,000	Closed	-$213K	–	205
2014 Q1	$213K	Buy	+2,000	New	+$213K	0.03%	199

Other funds holding SUB

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Webster Bank's SUB Position: Q3 2025 in Review

Webster Bank sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2025, closing a stake of 11,840 shares — an estimated $1.26M sold.

Webster Bank first reported a position in SUB in Q1 2014 and held it in 26 quarters. The position peaked at $1.46M in Q3 2024. 832 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

Webster Bank reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Webster Bank sold 11,840 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $1.26M.
Webster Bank first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2014 and held it in 26 quarters.
Webster Bank's iShares Short-Term National Muni Bond ETF position peaked at $1.46M in Q3 2024.
832 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on Webster Bank's 13F filing for Q3 2025, filed 23 Oct 2025.