Glenview Trust’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Glenview Trust’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	$30.4M	Buy	285,927 +22,768	+9%	+$2.42M	0.42%	54
2026 Q1	$28M	Buy	263,159 +132,497	+101%	+$14.2M	0.44%	51
2025 Q4	$13.9M	Buy	130,662 +70,621	+118%	+$7.53M	0.22%	90
2025 Q3	$6.41M	Buy	60,041 +4,659	+8%	+$498K	0.1%	137
2025 Q2	$5.89M	Buy	55,382 +2,015	+4%	+$213K	0.1%	134
2025 Q1	$5.64M	Buy	53,367 +22,369	+72%	+$2.36M	0.11%	134
2024 Q4	$3.27M	Buy	30,998 +4,372	+16%	+$462K	0.06%	165
2024 Q3	$2.83M	Buy	26,626 +10	+0%	+$1.05K	0.05%	182
2024 Q2	$2.78M	Buy	26,616 +2,697	+11%	+$282K	0.06%	174
2024 Q1	$2.51M	Buy	23,919 +1,182	+5%	+$124K	0.05%	184
2023 Q4	$2.4M	Buy	22,737 +7,529	+50%	+$783K	0.06%	183
2023 Q3	$1.56M	Buy	15,208 +642	+4%	+$66.6K	0.04%	195
2023 Q2	$1.52M	Sell	14,566 -1,889	-11%	-$197K	0.04%	191
2023 Q1	$1.72M	Buy	16,455 +275	+2%	+$28.7K	0.05%	181
2022 Q4	$1.69M	Buy	16,180 +2,618	+19%	+$271K	0.06%	173
2022 Q3	$1.39M	Hold	13,562	–	–	0.05%	171
2022 Q2	$1.42M	Sell	13,562 -463	-3%	-$48.2K	0.05%	173
2022 Q1	$1.47M	Buy	14,025 +6,413	+84%	+$679K	0.05%	182
2021 Q4	$817K	Sell	7,612 -1,344	-15%	-$144K	0.03%	222
2021 Q3	$963K	Buy	8,956 +4,641	+108%	+$501K	0.04%	201
2021 Q2	$465K	Hold	4,315	–	–	0.02%	279
2021 Q1	$465K	Sell	4,315 -2,870	-40%	-$310K	0.02%	268
2020 Q4	$777K	Buy	7,185 +463	+7%	+$50K	0.04%	196
2020 Q3	$727K	Hold	6,722	–	–	0.04%	198
2020 Q2	$725K	Hold	6,722	–	–	0.04%	201
2020 Q1	$715K	Buy	+6,722	New	+$715K	0.05%	187
2018 Q1	–	Sell	-10,055	Closed	-$1.05M	–	337
2017 Q4	$1.05M	Buy	10,055 +1,699	+20%	+$179K	0.07%	174
2017 Q3	$885K	Hold	8,356	–	–	0.06%	176
2017 Q2	$884K	Hold	8,356	–	–	0.07%	173
2017 Q1	$882K	Buy	8,356 +428	+5%	+$45.1K	0.07%	169
2016 Q4	$833K	Buy	+7,928	New	+$835K	0.07%	171
2015 Q4	$818K	Buy	+7,723	New	+$818K	0.09%	146
2014 Q4	$906K	Buy	+8,555	New	+$908K	0.1%	120
2013 Q4	$740K	Buy	+6,970	New	+$740K	0.09%	117

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

Glenview Trust's SUB Position: Q2 2026 in Review

Glenview Trust increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 8.7% in Q2 2026, buying an estimated $2.42M and bringing the position to 285,927 shares worth $30.4M. The position accounts for 0.42% of the portfolio, ranked #54.

Glenview Trust first reported a position in SUB in Q4 2013 and has held it in 34 quarters since. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Glenview Trust held 285,927 shares of iShares Short-Term National Muni Bond ETF worth $30.4M as of Q2 2026.
Glenview Trust bought 22,768 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $2.42M.
iShares Short-Term National Muni Bond ETF made up 0.42% of Glenview Trust's portfolio in Q2 2026, its #54 holding.
Glenview Trust first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2013 and has held it in 34 quarters since.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.