WPC
SUB icon

Wedmont Private Capital’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Wedmont Private Capital’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 		$7.01M Buy
65,948
+52,135
+377% +$5.55M 0.19% 70
2026
Q1 		$1.47M Sell
13,813
-783
-5% -$83.8K 0.05% 228
2025
Q4 		$1.56M Sell
14,596
-1,697
-10% -$181K 0.05% 198
2025
Q3 		$1.74M Buy
16,293
+221
+1% +$23.6K 0.06% 184
2025
Q2 		$1.71M Sell
16,072
-59
-0.4% -$6.23K 0.07% 171
2025
Q1 		$1.69M Buy
16,131
+7,786
+93% +$823K 0.09% 138
2024
Q4 		$879K Buy
8,345
+604
+8% +$63.8K 0.05% 249
2024
Q3 		$820K Buy
7,741
+1,423
+23% +$150K 0.05% 243
2024
Q2 		$663K Buy
6,318
+1,290
+26% +$135K 0.04% 273
2024
Q1 		$525K Sell
5,028
-5,068
-50% -$532K 0.04% 309
2023
Q4 		$1.06M Sell
10,096
-21,076
-68% -$2.19M 0.09% 151
2023
Q3 		$3.21M Sell
31,172
-3,030
-9% -$314K 0.32% 52
2023
Q2 		$3.56M Sell
34,202
-4,064
-11% -$423K 0.38% 44
2023
Q1 		$4.01M Sell
38,266
-3,083
-7% -$322K 0.53% 30
2022
Q4 		$4.32M Sell
41,349
-7,070
-15% -$732K 0.65% 24
2022
Q3 		$4.97M Buy
48,419
+29,856
+161% +$3.12M 1% 18
2022
Q2 		$1.94M Buy
+18,563
New +$1.93M 0.42% 36

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LA
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ONB
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GI
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WAP
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BCM
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BOPW
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CI
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GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return