West Coast Financial’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

West Coast Financial’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 Q2	–	Sell	-2,760	Closed	-$291K	–	134
2025 Q1	$291K	Hold	2,760	–	–	0.03%	140
2024 Q4	$291K	Hold	2,760	–	–	0.03%	139
2024 Q3	$293K	Hold	2,760	–	–	0.03%	144
2024 Q2	$289K	Sell	2,760 -1,063	-28%	-$111K	0.03%	138
2024 Q1	$400K	Hold	3,823	–	–	0.05%	106
2023 Q4	$403K	Hold	3,823	–	–	0.05%	104
2023 Q3	$393K	Hold	3,823	–	–	0.06%	101
2023 Q2	$398K	Buy	3,823 +1,063	+39%	+$111K	0.06%	108
2023 Q1	$289K	Hold	2,760	–	–	0.04%	116
2022 Q4	$288K	Hold	2,760	–	–	0.05%	109
2022 Q3	$283K	Hold	2,760	–	–	0.05%	101
2022 Q2	$289K	Hold	2,760	–	–	0.05%	99
2022 Q1	$289K	Sell	2,760 -931	-25%	-$98.5K	0.04%	108
2021 Q4	$396K	Hold	3,691	–	–	0.06%	101
2021 Q3	$397K	Hold	3,691	–	–	0.06%	100
2021 Q2	$398K	Hold	3,691	–	–	0.06%	101
2021 Q1	$398K	Sell	3,691 -1,651	-31%	-$178K	0.07%	93
2020 Q4	$578K	Buy	5,342 +1,837	+52%	+$198K	0.11%	77
2020 Q3	$379K	Sell	3,505 -3,863	-52%	-$418K	0.09%	85
2020 Q2	$795K	Hold	7,368	–	–	0.19%	63
2020 Q1	$783K	Sell	7,368 -2,254	-23%	-$240K	0.21%	58
2019 Q4	$1.03M	Buy	9,622 +230	+2%	+$24.5K	0.22%	61
2019 Q3	$1M	Sell	9,392 -1,345	-13%	-$144K	0.23%	61
2019 Q2	$1.14M	Sell	10,737 -2,772	-21%	-$294K	0.26%	61
2019 Q1	$1.43M	Sell	13,509 -2,724	-17%	-$288K	0.34%	58
2018 Q4	$1.71M	Buy	16,233 +3,490	+27%	+$365K	0.49%	46
2018 Q3	$1.33M	Sell	12,743 -200	-2%	-$21K	0.31%	62
2018 Q2	$1.36M	Buy	12,943 +1,210	+10%	+$127K	0.38%	54
2018 Q1	$1.23M	Hold	11,733	–	–	0.35%	52
2017 Q4	$1.23M	Sell	11,733 -612	-5%	-$64.5K	0.35%	55
2017 Q3	$1.31M	Buy	12,345 +15	+0.1%	+$1.59K	0.36%	60
2017 Q2	$1.3M	Buy	12,330 +956	+8%	+$101K	0.42%	52
2017 Q1	$1.2M	Buy	11,374 +4,426	+64%	+$467K	0.38%	59
2016 Q4	$730K	Hold	6,948	–	–	0.23%	77
2016 Q3	$736K	Sell	6,948 -400	-5%	-$42.5K	0.24%	80
2016 Q2	$781K	Hold	7,348	–	–	0.28%	68
2016 Q1	$780K	Sell	7,348 -2,204	-23%	-$234K	0.32%	58
2015 Q4	$1.01M	Hold	9,552	–	–	0.42%	60
2015 Q3	$1.01M	Hold	9,552	–	–	0.45%	56
2015 Q2	$1.01M	Hold	9,552	–	–	0.44%	55
2015 Q1	$1.01M	Buy	9,552 +3,550	+59%	+$376K	0.47%	54
2014 Q4	$636K	Buy	6,002 +367	+7%	+$38.9K	0.33%	63
2014 Q3	$598K	Hold	5,635	–	–	0.34%	63
2014 Q2	$599K	Buy	5,635 +568	+11%	+$60.3K	0.32%	64
2014 Q1	$538K	Buy	5,067 +1,682	+50%	+$179K	0.27%	72
2013 Q4	$360K	Buy	+3,385	New	+$360K	0.19%	76

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

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

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

West Coast Financial's SUB Position: Q2 2025 in Review

West Coast Financial sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2025, closing a stake of 2,760 shares — an estimated $291K sold.

West Coast Financial first reported a position in SUB in Q4 2013 and held it in 46 quarters. The position peaked at $1.71M in Q4 2018. 848 funds tracked by Wall St. Rank hold SUB as of Q2 2025.

West Coast Financial reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 2,760 iShares Short-Term National Muni Bond ETF shares in Q2 2025, an estimated $291K.
West Coast Financial first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2013 and held it in 46 quarters.
West Coast Financial's iShares Short-Term National Muni Bond ETF position peaked at $1.71M in Q4 2018.
848 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.