KF
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K2 Financial’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

K2 Financial’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 		$3.66M Sell
34,423
-3,294
-9% -$351K 2.58% 11
2026
Q1 		$4.02M Buy
37,717
+1,192
+3% +$128K 2.93% 11
2025
Q4 		$3.9M Buy
36,525
+120
+0.3% +$12.8K 3.02% 11
2025
Q3 		$3.89M Buy
36,405
+235
+0.6% +$25.1K 3.12% 11
2025
Q2 		$3.85M Sell
36,170
-2,502
-6% -$264K 3.4% 9
2025
Q1 		$4.06M Sell
38,672
-27
-0.1% -$2.85K 3.99% 4
2024
Q4 		$4.08M Buy
+38,699
New +$4.09M 4.05% 4

Other funds holding SUB

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

K2 Financial's SUB Position: Q2 2026 in Review

K2 Financial reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 8.7% in Q2 2026, selling an estimated $351K and leaving 34,423 shares worth $3.66M. The position accounts for 2.58% of the portfolio, ranked #11.

K2 Financial first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.08M in Q4 2024. 292 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • K2 Financial held 34,423 shares of iShares Short-Term National Muni Bond ETF worth $3.66M as of Q2 2026.
  • K2 Financial sold 3,294 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $351K.
  • iShares Short-Term National Muni Bond ETF made up 2.58% of K2 Financial's portfolio in Q2 2026, its #11 holding.
  • K2 Financial first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • K2 Financial's iShares Short-Term National Muni Bond ETF position peaked at $4.08M in Q4 2024.
  • 292 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.