Westside Investment Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Westside Investment 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 Q2	$231K	Hold	2,172	–	–	0.03%	287
2026 Q1	$231K	Hold	2,172	–	–	0.04%	280
2025 Q4	$232K	Hold	2,172	–	–	0.04%	260
2025 Q3	$232K	Buy	+2,172	New	+$232K	0.04%	264
2017 Q4	–	Sell	-300	Closed	-$31.8K	–	869
2017 Q3	$31.8K	Sell	300 -200	-40%	-$21.2K	0.02%	320
2017 Q2	$52.9K	Hold	500	–	–	0.03%	258
2017 Q1	$52.8K	Hold	500	–	–	0.03%	254
2016 Q4	$52.6K	Buy	+500	New	+$52.7K	0.04%	183

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

Westside Investment Management's SUB Position: Q2 2026 in Review

Westside Investment Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 2,172 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #287.

Westside Investment Management first reported a position in SUB in Q4 2016 and has held it in 8 quarters since. The position peaked at $232K in Q4 2025. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Westside Investment Management held 2,172 shares of iShares Short-Term National Muni Bond ETF worth $231K as of Q2 2026.
Westside Investment Management left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.03% of Westside Investment Management's portfolio in Q2 2026, its #287 holding.
Westside Investment Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2016 and has held it in 8 quarters since.
Westside Investment Management's iShares Short-Term National Muni Bond ETF position peaked at $232K in Q4 2025.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.