WJ Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

WJ 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 Q2	$594K	Hold	5,577	–	–	0.23%	57
2026 Q1	$594K	Hold	5,577	–	–	0.28%	49
2025 Q4	$595K	Sell	5,577 -472	-8%	-$50.3K	0.26%	49
2025 Q3	$644K	Sell	6,049 -6,549	-52%	-$699K	0.28%	45
2025 Q2	$1.34M	Buy	12,598 +2,000	+19%	+$211K	0.42%	39
2025 Q1	$1.12M	Sell	10,598 -3,088	-23%	-$326K	0.4%	37
2024 Q4	$1.44M	Sell	13,686 -2,300	-14%	-$243K	0.5%	31
2024 Q3	$1.7M	Sell	15,986 -2,807	-15%	-$296K	0.6%	26
2024 Q2	$1.96M	Buy	18,793 +249	+1%	+$26K	0.71%	28
2024 Q1	$1.94M	Sell	18,544 -500	-3%	-$52.5K	0.77%	30
2023 Q4	$2.01M	Sell	19,044 -612	-3%	-$63.7K	0.87%	30
2023 Q3	$2.02M	Hold	19,656	–	–	0.98%	26
2023 Q2	$2.05M	Buy	19,656 +7,403	+60%	+$771K	0.97%	24
2023 Q1	$1.28M	Sell	12,253 -11,565	-49%	-$1.21M	0.87%	23
2022 Q4	$2.48M	Buy	23,818 +9,554	+67%	+$989K	1.44%	16
2022 Q3	$1.46M	Buy	14,264 +5,817	+69%	+$607K	0.92%	21
2022 Q2	$885K	Buy	+8,447	New	+$879K	0.63%	24

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

WJ Wealth Management's SUB Position: Q2 2026 in Review

WJ Wealth Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 5,577 shares worth $594K. The position accounts for 0.23% of the portfolio, ranked #57.

WJ Wealth Management first reported a position in SUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.48M in Q4 2022. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

WJ Wealth Management held 5,577 shares of iShares Short-Term National Muni Bond ETF worth $594K as of Q2 2026.
WJ Wealth 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 0.23% of WJ Wealth Management's portfolio in Q2 2026, its #57 holding.
WJ Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
WJ Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $2.48M in Q4 2022.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.