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 Q1	$360K	Buy	3,379 +281	+9%	+$30.1K	0.01%	735
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 America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Western Wealth Management's SUB Position: Q1 2026 in Review

Western Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 9.1% in Q1 2026, buying an estimated $30.1K and bringing the position to 3,379 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #735.

Western Wealth Management first reported a position in SUB in Q1 2020 and has held it in 10 quarters since. The position peaked at $395K in Q1 2022. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Western Wealth Management held 3,379 shares of iShares Short-Term National Muni Bond ETF worth $360K as of Q1 2026.
Western Wealth Management bought 281 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $30.1K.
iShares Short-Term National Muni Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #735 holding.
Western Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2020 and has held it in 10 quarters since.
Western Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $395K in Q1 2022.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.