WWG
SUB icon

West Wealth Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

West Wealth 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
2025
Q1 		– Sell
-3,542
Closed -$374K – 103
2024
Q4 		$374K Buy
3,542
+79
+2% +$8.34K 0.11% 60
2024
Q3 		$368K Sell
3,463
-26
-0.7% -$2.74K 0.12% 56
2024
Q2 		$365K Buy
3,489
+51
+1% +$5.33K 0.13% 58
2024
Q1 		$360K Buy
+3,438
New +$361K 0.13% 56

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

West Wealth Group's SUB Position: Q1 2025 in Review

West Wealth Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2025, closing a stake of 3,542 shares — an estimated $374K sold.

West Wealth Group first reported a position in SUB in Q1 2024 and held it in 4 quarters. The position peaked at $374K in Q4 2024. 836 funds tracked by Wall St. Rank hold SUB as of Q1 2025.

  • West Wealth Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • West Wealth Group sold 3,542 iShares Short-Term National Muni Bond ETF shares in Q1 2025, an estimated $374K.
  • West Wealth Group first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2024 and held it in 4 quarters.
  • West Wealth Group's iShares Short-Term National Muni Bond ETF position peaked at $374K in Q4 2024.
  • 836 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2025.

Based on West Wealth Group's 13F filing for Q1 2025, filed 5 May 2025.