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 Q2	$8.31M	Sell	78,041 -23	-0%	-$2.45K	0.14%	170
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 $1.55T 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

World Investment Advisors's SUB Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.03% in Q2 2026, selling an estimated $2.45K and leaving 78,041 shares worth $8.31M. The position accounts for 0.14% of the portfolio, ranked #170.

World Investment Advisors first reported a position in SUB in Q3 2022 and has held it in 13 quarters since. The position peaked at $8.31M in Q1 2026. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

World Investment Advisors held 78,041 shares of iShares Short-Term National Muni Bond ETF worth $8.31M as of Q2 2026.
World Investment Advisors sold 23 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $2.45K.
iShares Short-Term National Muni Bond ETF made up 0.14% of World Investment Advisors's portfolio in Q2 2026, its #170 holding.
World Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and has held it in 13 quarters since.
World Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $8.31M in Q1 2026.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.