World Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

World Investment 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 Q1	$8.31M	Buy	78,064 +11,467	+17%	+$1.23M	0.13%	181
2025 Q4	$7.11M	Buy	66,597 +903	+1%	+$96.2K	0.12%	203
2025 Q3	$7.01M	Sell	65,694 -1,375	-2%	-$147K	0.14%	163
2025 Q2	$7.13M	Sell	67,069 -1,417	-2%	-$150K	0.16%	147
2025 Q1	$7.23M	Sell	68,486 -1,931	-3%	-$204K	0.19%	130
2024 Q4	$7.43M	Buy	70,417 +27,760	+65%	+$2.93M	0.2%	115
2024 Q3	$4.53M	Buy	42,657 +1,248	+3%	+$132K	0.14%	170
2024 Q2	$4.33M	Buy	+41,409	New	+$4.33M	0.27%	77
2024 Q1	–	Sell	-2,745	Closed	-$289K	–	467
2023 Q4	$289K	Sell	2,745 -1,936	-41%	-$201K	0.04%	313
2023 Q3	$481K	Buy	4,681 +1,639	+54%	+$170K	0.1%	147
2023 Q2	$316K	Buy	+3,042	New	+$317K	0.06%	191
2022 Q4	–	Sell	-2,519	Closed	-$259K	–	268
2022 Q3	$259K	Buy	+2,519	New	+$263K	0.06%	197

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

World Investment Advisors's SUB Position: Q1 2026 in Review

World Investment Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 17% in Q1 2026, buying an estimated $1.23M and bringing the position to 78,064 shares worth $8.31M. The position accounts for 0.13% of the portfolio, ranked #181.

World Investment Advisors first reported a position in SUB in Q3 2022 and has held it in 12 quarters since. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

World Investment Advisors held 78,064 shares of iShares Short-Term National Muni Bond ETF worth $8.31M as of Q1 2026.
World Investment Advisors bought 11,467 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $1.23M.
iShares Short-Term National Muni Bond ETF made up 0.13% of World Investment Advisors's portfolio in Q1 2026, its #181 holding.
World Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and has held it in 12 quarters since.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.