Wescott Financial Advisory Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Wescott Financial Advisory Group’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	$742K	Buy	6,966 +36	+0.5%	+$3.83K	0.06%	115
2026 Q1	$738K	Buy	6,930 +25	+0.4%	+$2.68K	0.06%	116
2025 Q4	$737K	Sell	6,905 -7,109	-51%	-$758K	0.06%	112
2025 Q3	$1.5M	Buy	14,014 +79	+0.6%	+$8.44K	0.13%	72
2025 Q2	$1.48M	Sell	13,935 -1,343	-9%	-$142K	0.14%	72
2025 Q1	$1.61M	Sell	15,278 -1,977	-11%	-$209K	0.17%	62
2024 Q4	$1.82M	Sell	17,255 -234	-1%	-$24.7K	0.19%	57
2024 Q3	$1.86M	Buy	17,489 +85	+0.5%	+$8.97K	0.2%	59
2024 Q2	$1.82M	Sell	17,404 -415	-2%	-$43.4K	0.21%	58
2024 Q1	$1.87M	Buy	17,819 +55	+0.3%	+$5.78K	0.23%	51
2023 Q4	$1.87M	Sell	17,764 -5,588	-24%	-$581K	0.26%	51
2023 Q3	$2.4M	Sell	23,352 -16,125	-41%	-$1.67M	0.44%	43
2023 Q2	$4.11M	Sell	39,477 -18,066	-31%	-$1.88M	0.73%	28
2023 Q1	$6.02M	Sell	57,543 -4,950	-8%	-$517K	1.31%	17
2022 Q4	$6.52M	Buy	62,493 +36,780	+143%	+$3.81M	1.41%	16
2022 Q3	$2.64M	Buy	25,713 +2,395	+10%	+$250K	0.74%	28
2022 Q2	$2.44M	Buy	23,318 +14,670	+170%	+$1.53M	0.66%	31
2022 Q1	$905K	Buy	+8,648	New	+$915K	0.23%	58

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

Wescott Financial Advisory Group's SUB Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.52% in Q2 2026, buying an estimated $3.83K and bringing the position to 6,966 shares worth $742K. The position accounts for 0.06% of the portfolio, ranked #115.

Wescott Financial Advisory Group first reported a position in SUB in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.52M in Q4 2022. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Wescott Financial Advisory Group held 6,966 shares of iShares Short-Term National Muni Bond ETF worth $742K as of Q2 2026.
Wescott Financial Advisory Group bought 36 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $3.83K.
iShares Short-Term National Muni Bond ETF made up 0.06% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #115 holding.
Wescott Financial Advisory Group first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and has held it in 18 quarters since.
Wescott Financial Advisory Group's iShares Short-Term National Muni Bond ETF position peaked at $6.52M in Q4 2022.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.