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

West Paces 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 Q3	$860K	Hold	8,223	–	–	0.15%	71
2026 Q2	$876K	Buy	8,223 +4,688	+133%	+$499K	0.15%	70
2026 Q1	$376K	Hold	3,535	–	–	0.07%	113
2025 Q4	$377K	Buy	3,535 +1,610	+84%	+$172K	0.07%	110
2025 Q3	$206K	Hold	1,925	–	–	0.04%	149
2025 Q2	$205K	Buy	+1,925	New	+$203K	0.04%	150

Other funds holding SUB

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

West Paces Advisors's SUB Position: Q3 2026 in Review

West Paces Advisors held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q3 2026 at 8,223 shares worth $860K. The position accounts for 0.15% of the portfolio, ranked #71.

West Paces Advisors first reported a position in SUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $876K in Q2 2026. 120 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

West Paces Advisors held 8,223 shares of iShares Short-Term National Muni Bond ETF worth $860K as of Q3 2026.
West Paces Advisors left its iShares Short-Term National Muni Bond ETF share count unchanged in Q3 2026.
iShares Short-Term National Muni Bond ETF made up 0.15% of West Paces Advisors's portfolio in Q3 2026, its #71 holding.
West Paces Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and has held it in 6 quarters since.
West Paces Advisors's iShares Short-Term National Muni Bond ETF position peaked at $876K in Q2 2026.
120 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.