WIT LLC’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

WIT LLC’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	$44.6M	Hold	418,588	–	–	0.84%	15
2025 Q4	$44.7M	Hold	418,588	–	–	0.9%	13
2025 Q3	$44.7M	Hold	418,588	–	–	1.01%	13
2025 Q2	$44.5M	Buy	+418,588	New	+$44.2M	1.1%	13
2024 Q3	–	Sell	-1,166	Closed	-$122M	–	14
2024 Q2	$122M	Sell	1,166 -679	-37%	-$70.9K	3.67%	5
2024 Q1	$193K	Sell	1,845 -96	-5%	-$10.1K	5.88%	4
2023 Q4	$205M	Sell	1,941 -291	-13%	-$30.3K	7.88%	4
2023 Q3	$230M	Sell	2,232 -452	-17%	-$46.9K	6.65%	4
2023 Q2	$279M	Hold	2,684	–	–	7.17%	4
2023 Q1	$281M	Sell	2,684 -1,135	-30%	-$118K	7.14%	4
2022 Q4	$398M	Sell	3,819 -359	-9%	-$37.2K	10.93%	4
2022 Q3	$429K	Sell	4,178 -8	-0.2%	-$835	12.22%	4
2022 Q2	$438K	Sell	4,186 -1,559	-27%	-$162K	10.82%	4
2022 Q1	$601K	Sell	5,745 -907,643	-99%	-$96.1M	11.83%	3
2021 Q4	$98.1M	Hold	913,388	–	–	2.2%	9
2021 Q3	$98.3M	Buy	913,388 +246,422	+37%	+$26.6M	1.96%	9
2021 Q2	$71.9M	Buy	666,966 +553,799	+489%	+$59.7M	1.44%	9
2021 Q1	$12.2M	Buy	+113,167	New	+$12.2M	0.27%	10

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

WIT LLC's SUB Position: Q1 2026 in Review

WIT LLC held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q1 2026 at 418,588 shares worth $44.6M. The position accounts for 0.84% of the portfolio, ranked #15.

WIT LLC first reported a position in SUB in Q1 2021 and has held it in 18 quarters since. The position peaked at $398M in Q4 2022. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

WIT LLC held 418,588 shares of iShares Short-Term National Muni Bond ETF worth $44.6M as of Q1 2026.
WIT LLC left its iShares Short-Term National Muni Bond ETF share count unchanged in Q1 2026.
iShares Short-Term National Muni Bond ETF made up 0.84% of WIT LLC's portfolio in Q1 2026, its #15 holding.
WIT LLC first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2021 and has held it in 18 quarters since.
WIT LLC's iShares Short-Term National Muni Bond ETF position peaked at $398M in Q4 2022.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on WIT LLC's 13F filing for Q1 2026, filed 15 May 2026.