WPG Advisers’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

WPG Advisers’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	$418K	Buy	3,927 +19	+0.5%	+$2.02K	0.25%	55
2026 Q1	$416K	Sell	3,908 -10	-0.3%	-$1.07K	0.31%	45
2025 Q4	$418K	Buy	3,918 +35	+0.9%	+$3.73K	0.31%	44
2025 Q3	$415K	Sell	3,883 -372	-9%	-$39.7K	0.32%	46
2025 Q2	$452K	Sell	4,255 -399	-9%	-$42.1K	0.38%	41
2025 Q1	$491K	Sell	4,654 -4,858	-51%	-$514K	0.46%	36
2024 Q4	$1M	Buy	+9,512	New	+$1M	0.93%	18

Other funds holding SUB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

HIG

Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

WPG Advisers's SUB Position: Q2 2026 in Review

WPG Advisers increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.49% in Q2 2026, buying an estimated $2.02K and bringing the position to 3,927 shares worth $418K. The position accounts for 0.25% of the portfolio, ranked #55.

WPG Advisers first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1M in Q4 2024. 630 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

WPG Advisers held 3,927 shares of iShares Short-Term National Muni Bond ETF worth $418K as of Q2 2026.
WPG Advisers bought 19 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $2.02K.
iShares Short-Term National Muni Bond ETF made up 0.25% of WPG Advisers's portfolio in Q2 2026, its #55 holding.
WPG Advisers first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's iShares Short-Term National Muni Bond ETF position peaked at $1M in Q4 2024.
630 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.