Western Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Western Wealth Management’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	$487K	Buy	4,658 +217	+5%	+$23K	0.02%	636
2026 Q2	$473K	Buy	4,441 +1,062	+31%	+$113K	0.02%	697
2026 Q1	$360K	Buy	3,379 +281	+9%	+$30.1K	0.01%	736
2025 Q4	$331K	Buy	3,098 +1,062	+52%	+$113K	0.02%	632
2025 Q3	$217K	Buy	+2,036	New	+$217K	0.01%	706
2022 Q4	–	Sell	-2,567	Closed	-$264K	–	775
2022 Q3	$264K	Sell	2,567 -288	-10%	-$30.1K	0.02%	666
2022 Q2	$300K	Sell	2,855 -930	-25%	-$96.8K	0.02%	614
2022 Q1	$395K	Buy	3,785 +1,375	+57%	+$146K	0.02%	597
2021 Q4	$260K	Buy	+2,410	New	+$259K	0.03%	511
2020 Q4	–	Sell	-2,967	Closed	-$321K	–	494
2020 Q3	$321K	Hold	2,967	–	–	0.05%	324
2020 Q2	$320K	Sell	2,967 -7	-0.2%	-$750	0.06%	303
2020 Q1	$317K	Buy	+2,974	New	+$316K	0.07%	257

Other funds holding SUB

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Western Wealth Management's SUB Position: Q3 2026 in Review

Western Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 4.9% in Q3 2026, buying an estimated $23K and bringing the position to 4,658 shares worth $487K. The position accounts for 0.02% of the portfolio, ranked #636.

Western Wealth Management first reported a position in SUB in Q1 2020 and has held it in 12 quarters since. 769 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Western Wealth Management held 4,658 shares of iShares Short-Term National Muni Bond ETF worth $487K as of Q3 2026.
Western Wealth Management bought 217 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $23K.
iShares Short-Term National Muni Bond ETF made up 0.02% of Western Wealth Management's portfolio in Q3 2026, its #636 holding.
Western Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2020 and has held it in 12 quarters since.
769 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.