KFA Private Wealth Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

KFA Private Wealth Group’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	$2.37M	Buy	22,298 +1,082	+5%	+$116K	0.57%	28
2025 Q4	$2.26M	Buy	21,216 +2,146	+11%	+$229K	0.55%	28
2025 Q3	$2.04M	Buy	19,070 +2,705	+17%	+$289K	0.58%	28
2025 Q2	$1.74M	Buy	16,365 +4,612	+39%	+$487K	0.54%	30
2025 Q1	$1.24M	Buy	11,753 +22	+0.2%	+$2.33K	0.43%	33
2024 Q4	$1.24M	Buy	11,731 +4,031	+52%	+$426K	0.52%	30
2024 Q3	$818K	Buy	7,700 +2,008	+35%	+$212K	0.39%	30
2024 Q2	$595K	Buy	5,692 +1,399	+33%	+$146K	0.31%	37
2024 Q1	$450K	Buy	4,293 +663	+18%	+$69.6K	0.14%	65
2023 Q4	$383K	Buy	3,630 +10	+0.3%	+$1.04K	0.14%	62
2023 Q3	$372K	Buy	3,620 +586	+19%	+$60.8K	0.15%	54
2023 Q2	$316K	Buy	3,034 +6	+0.2%	+$625	0.13%	59
2023 Q1	$317K	Buy	3,028 +5	+0.2%	+$522	0.14%	57
2022 Q4	$315K	Buy	+3,023	New	+$313K	0.16%	48

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

KFA Private Wealth Group's SUB Position: Q1 2026 in Review

KFA Private Wealth Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 5.1% in Q1 2026, buying an estimated $116K and bringing the position to 22,298 shares worth $2.37M. The position accounts for 0.57% of the portfolio, ranked #28.

KFA Private Wealth Group first reported a position in SUB in Q4 2022 and has held it in 14 quarters since. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

KFA Private Wealth Group held 22,298 shares of iShares Short-Term National Muni Bond ETF worth $2.37M as of Q1 2026.
KFA Private Wealth Group bought 1,082 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $116K.
iShares Short-Term National Muni Bond ETF made up 0.57% of KFA Private Wealth Group's portfolio in Q1 2026, its #28 holding.
KFA Private Wealth Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.