Wingate Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Wingate Wealth 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	$1.31M	Buy	12,320 +66	+0.5%	+$7.03K	0.58%	41
2026 Q1	$1.31M	Buy	12,254 +44	+0.4%	+$4.71K	0.7%	42
2025 Q4	$1.3M	Buy	12,210 +6,776	+125%	+$722K	0.73%	42
2025 Q3	$580K	Sell	5,434 -43	-0.8%	-$4.59K	0.4%	65
2025 Q2	$582K	Sell	5,477 -595	-10%	-$62.9K	0.52%	58
2025 Q1	$641K	Sell	6,072 -166	-3%	-$17.5K	0.74%	47
2024 Q4	$658K	Buy	+6,238	New	+$659K	0.65%	45

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

Wingate Wealth Advisors's SUB Position: Q2 2026 in Review

Wingate Wealth Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.54% in Q2 2026, buying an estimated $7.03K and bringing the position to 12,320 shares worth $1.31M. The position accounts for 0.58% of the portfolio, ranked #41.

Wingate Wealth Advisors first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Wingate Wealth Advisors held 12,320 shares of iShares Short-Term National Muni Bond ETF worth $1.31M as of Q2 2026.
Wingate Wealth Advisors bought 66 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $7.03K.
iShares Short-Term National Muni Bond ETF made up 0.58% of Wingate Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Wingate Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.