Wellspring Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Wellspring Financial Advisors’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	–	Sell	-2,413	Closed	-$257K	–	309
2025 Q4	$257K	Buy	2,413 +3	+0.1%	+$320	0.02%	227
2025 Q3	$257K	Buy	+2,410	New	+$257K	0.02%	135
2023 Q2	–	Sell	-3,019	Closed	-$316K	–	128
2023 Q1	$316K	Hold	3,019	–	–	0.09%	81
2022 Q4	$315K	Buy	+3,019	New	+$312K	0.1%	80

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wellspring Financial Advisors's SUB Position: Q1 2026 in Review

Wellspring Financial Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026, closing a stake of 2,413 shares — an estimated $257K sold.

Wellspring Financial Advisors first reported a position in SUB in Q4 2022 and held it in 4 quarters. The position peaked at $316K in Q1 2023. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Wellspring Financial Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Wellspring Financial Advisors sold 2,413 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $257K.
Wellspring Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and held it in 4 quarters.
Wellspring Financial Advisors's iShares Short-Term National Muni Bond ETF position peaked at $316K in Q1 2023.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Wellspring Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.