WMA
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West Michigan Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

West Michigan 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 		$227K Buy
2,133
+36
+2% +$3.85K 0.05% 277
2025
Q4 		$224K Buy
2,097
+40
+2% +$4.26K 0.05% 246
2025
Q3 		$220K Sell
2,057
-1,098
-35% -$117K 0.05% 236
2025
Q2 		$336K Sell
3,155
-21
-0.7% -$2.22K 0.09% 154
2025
Q1 		$335K Buy
3,176
+793
+33% +$83.8K 0.11% 140
2024
Q4 		$251K Buy
+2,383
New +$252K 0.08% 194
2023
Q4 		– Sell
-2,326
Closed -$239K – 165
2023
Q3 		$239K Buy
2,326
+221
+10% +$22.9K 0.13% 124
2023
Q2 		$219K Buy
2,105
+157
+8% +$16.3K 0.09% 197
2023
Q1 		$204K Buy
+1,948
New +$203K 0.12% 143
2022
Q4 		– Sell
-2,351
Closed -$242K – 128
2022
Q3 		$242K Buy
2,351
+139
+6% +$14.5K 0.21% 89
2022
Q2 		$232K Buy
+2,212
New +$230K 0.2% 94

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return