Highview Capital Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Highview Capital 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 Q1	$2.87M	Sell	26,916 -698	-3%	-$74.7K	1.04%	24
2025 Q4	$2.95M	Hold	27,614	–	–	1.04%	26
2025 Q3	$2.95M	Hold	27,614	–	–	1.08%	25
2025 Q2	$2.94M	Hold	27,614	–	–	1.13%	23
2025 Q1	$2.92M	Hold	27,614	–	–	1.22%	25
2024 Q4	$2.91M	Buy	27,614 +950	+4%	+$100K	1.12%	27
2024 Q3	$2.83M	Hold	26,664	–	–	1.15%	25
2024 Q2	$2.79M	Sell	26,664 -3,649	-12%	-$381K	1.16%	23
2024 Q1	$3.17M	Sell	30,313 -400	-1%	-$42K	1.43%	21
2023 Q4	$3.24M	Hold	30,713	–	–	1.72%	16
2023 Q3	$3.16M	Hold	30,713	–	–	1.81%	14
2023 Q2	$3.2M	Hold	30,713	–	–	1.72%	13
2023 Q1	$3.22M	Buy	30,713 +6,721	+28%	+$702K	1.86%	13
2022 Q4	$2.5M	Buy	23,992 +13,115	+121%	+$1.36M	1.52%	13
2022 Q3	$1.12M	Hold	10,877	–	–	0.83%	33
2022 Q2	$1.14M	Buy	+10,877	New	+$1.13M	0.87%	34

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

Highview Capital Management's SUB Position: Q1 2026 in Review

Highview Capital Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.5% in Q1 2026, selling an estimated $74.7K and leaving 26,916 shares worth $2.87M. The position accounts for 1.04% of the portfolio, ranked #24.

Highview Capital Management first reported a position in SUB in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.24M in Q4 2023. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Highview Capital Management held 26,916 shares of iShares Short-Term National Muni Bond ETF worth $2.87M as of Q1 2026.
Highview Capital Management sold 698 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $74.7K.
iShares Short-Term National Muni Bond ETF made up 1.04% of Highview Capital Management's portfolio in Q1 2026, its #24 holding.
Highview Capital Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 16 quarters since.
Highview Capital Management's iShares Short-Term National Muni Bond ETF position peaked at $3.24M in Q4 2023.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Highview Capital Management's 13F filing for Q1 2026, filed 8 May 2026.