Westover Capital Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Westover Capital 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	$847K	Buy	7,959 +267	+3%	+$28.4K	0.14%	109
2026 Q1	$819K	Sell	7,692 -86	-1%	-$9.21K	0.15%	105
2025 Q4	$830K	Buy	7,778 +779	+11%	+$83K	0.15%	110
2025 Q3	$747K	Hold	6,999	–	–	0.14%	114
2025 Q2	$744K	Sell	6,999 -508	-7%	-$53.7K	0.15%	117
2025 Q1	$793K	Sell	7,507 -420	-5%	-$44.4K	0.18%	109
2024 Q4	$836K	Sell	7,927 -78	-1%	-$8.24K	0.18%	107
2024 Q3	$850K	Sell	8,005 -95	-1%	-$10K	0.16%	106
2024 Q2	$847K	Sell	8,100 -1,499	-16%	-$157K	0.22%	97
2024 Q1	$1.01M	Sell	9,599 -1,276	-12%	-$134K	0.29%	80
2023 Q4	$1.15M	Sell	10,875 -180	-2%	-$18.7K	0.37%	69
2023 Q3	$1.14M	Buy	11,055 +1,215	+12%	+$126K	0.41%	55
2023 Q2	$1.02M	Sell	9,840 -67	-0.7%	-$6.97K	0.36%	72
2023 Q1	$1.04M	Buy	9,907 +515	+5%	+$53.8K	0.38%	67
2022 Q4	$979K	Buy	9,392 +7,152	+319%	+$740K	0.39%	66
2022 Q3	$230K	Buy	2,240 +265	+13%	+$27.7K	0.09%	142
2022 Q2	$207K	Sell	1,975 -10	-0.5%	-$1.04K	0.08%	159
2022 Q1	$208K	Sell	1,985 -50	-2%	-$5.29K	0.06%	175
2021 Q4	$218K	Buy	+2,035	New	+$219K	0.06%	169

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

Westover Capital Advisors's SUB Position: Q2 2026 in Review

Westover Capital Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 3.5% in Q2 2026, buying an estimated $28.4K and bringing the position to 7,959 shares worth $847K. The position accounts for 0.14% of the portfolio, ranked #109.

Westover Capital Advisors first reported a position in SUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.15M in Q4 2023. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Westover Capital Advisors held 7,959 shares of iShares Short-Term National Muni Bond ETF worth $847K as of Q2 2026.
Westover Capital Advisors bought 267 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $28.4K.
iShares Short-Term National Muni Bond ETF made up 0.14% of Westover Capital Advisors's portfolio in Q2 2026, its #109 holding.
Westover Capital Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
Westover Capital Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.15M in Q4 2023.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.