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 Q2	$279K	Buy	2,623 +490	+23%	+$52.2K	0.05%	239
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 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

West Michigan Advisors's SUB Position: Q2 2026 in Review

West Michigan Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 23% in Q2 2026, buying an estimated $52.2K and bringing the position to 2,623 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #239.

West Michigan Advisors first reported a position in SUB in Q2 2022 and has held it in 12 quarters since. The position peaked at $336K in Q2 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

West Michigan Advisors held 2,623 shares of iShares Short-Term National Muni Bond ETF worth $279K as of Q2 2026.
West Michigan Advisors bought 490 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $52.2K.
iShares Short-Term National Muni Bond ETF made up 0.05% of West Michigan Advisors's portfolio in Q2 2026, its #239 holding.
West Michigan Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 12 quarters since.
West Michigan Advisors's iShares Short-Term National Muni Bond ETF position peaked at $336K in Q2 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.