Wedbush Securities’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Wedbush Securities’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	$311K	Buy	2,922 +122	+4%	+$13K	0.01%	931
2026 Q1	$298K	Buy	+2,800	New	+$300K	0.01%	912
2025 Q2	–	Sell	-3,934	Closed	-$415K	–	1200
2025 Q1	$415K	Buy	3,934 +280	+8%	+$29.6K	0.02%	674
2024 Q4	$385K	Sell	3,654 -19	-0.5%	-$2.01K	0.01%	706
2024 Q3	$390K	Buy	3,673 +117	+3%	+$12.3K	0.01%	701
2024 Q2	$372K	Sell	3,556 -723	-17%	-$75.5K	0.01%	761
2024 Q1	$448K	Buy	4,279 +66	+2%	+$6.93K	0.02%	687
2023 Q4	$444K	Buy	4,213 +480	+13%	+$49.9K	0.02%	598
2023 Q3	$384K	Sell	3,733 -19,016	-84%	-$1.97M	0.02%	615
2023 Q2	$2.37M	Sell	22,749 -43	-0.2%	-$4.48K	0.11%	140
2023 Q1	$2.39M	Buy	22,792 +3,733	+20%	+$390K	0.12%	137
2022 Q4	$1.99M	Sell	19,059 -920	-5%	-$95.2K	0.11%	146
2022 Q3	$2.05M	Buy	19,979 +6,365	+47%	+$664K	0.12%	136
2022 Q2	$1.43M	Sell	13,614 -42,872	-76%	-$4.46M	0.08%	210
2022 Q1	$5.91M	Sell	56,486 -1,596	-3%	-$169K	0.27%	55
2021 Q4	$6.24M	Buy	58,082 +17,716	+44%	+$1.9M	0.27%	54
2021 Q3	$4.34M	Sell	40,366 -481	-1%	-$51.9K	0.21%	76
2021 Q2	$4.4M	Buy	40,847 +5,487	+16%	+$592K	0.21%	76
2021 Q1	$3.81M	Buy	+35,360	New	+$3.82M	0.21%	74

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

Wedbush Securities's SUB Position: Q2 2026 in Review

Wedbush Securities increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 4.4% in Q2 2026, buying an estimated $13K and bringing the position to 2,922 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #931.

Wedbush Securities first reported a position in SUB in Q1 2021 and has held it in 19 quarters since. The position peaked at $6.24M in Q4 2021. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Wedbush Securities held 2,922 shares of iShares Short-Term National Muni Bond ETF worth $311K as of Q2 2026.
Wedbush Securities bought 122 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $13K.
iShares Short-Term National Muni Bond ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #931 holding.
Wedbush Securities first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2021 and has held it in 19 quarters since.
Wedbush Securities's iShares Short-Term National Muni Bond ETF position peaked at $6.24M in Q4 2021.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.