Kingsview Wealth Management
SUB icon

Kingsview Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Kingsview Wealth 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
Q3 		$1.5M Sell
14,305
-834
-6% -$88.3K 0.02% 638
2026
Q2 		$1.61M Buy
15,139
+3,891
+35% +$414K 0.02% 605
2026
Q1 		$1.2M Buy
11,248
+6,685
+147% +$716K 0.02% 616
2025
Q4 		$487K Sell
4,563
-30
-0.7% -$3.2K 0.01% 853
2025
Q3 		$490K Sell
4,593
-1,508
-25% -$161K 0.01% 808
2025
Q2 		$649K Sell
6,101
-38
-0.6% -$4.01K 0.01% 682
2025
Q1 		$648K Buy
6,139
+1,275
+26% +$135K 0.01% 651
2024
Q4 		$513K Sell
4,864
-172
-3% -$18.2K 0.01% 727
2024
Q3 		$535K Buy
5,036
+87
+2% +$9.18K 0.01% 691
2024
Q2 		$517K Buy
4,949
+176
+4% +$18.4K 0.01% 675
2024
Q1 		$500K Sell
4,773
-965
-17% -$101K 0.01% 666
2023
Q4 		$605K Sell
5,738
-909
-14% -$94.6K 0.02% 597
2023
Q3 		$684K Sell
6,647
-1,760
-21% -$183K 0.02% 542
2023
Q2 		$875K Sell
8,407
-1,008
-11% -$105K 0.03% 446
2023
Q1 		$986K Sell
9,415
-462
-5% -$48.2K 0.04% 403
2022
Q4 		$1.03M Buy
9,877
+2,359
+31% +$244K 0.04% 343
2022
Q3 		$772K Buy
7,518
+231
+3% +$24.1K 0.04% 392
2022
Q2 		$763K Buy
7,287
+566
+8% +$58.9K 0.04% 434
2022
Q1 		$703K Sell
6,721
-108
-2% -$11.4K 0.03% 496
2021
Q4 		$733K Buy
6,829
+1,176
+21% +$126K 0.03% 488
2021
Q3 		$608K Buy
5,653
+158
+3% +$17K 0.03% 503
2021
Q2 		$592K Sell
5,495
-611
-10% -$65.9K 0.03% 516
2021
Q1 		$658K Sell
6,106
-30
-0.5% -$3.24K 0.04% 454
2020
Q4 		$663K Buy
6,136
+2,370
+63% +$256K 0.05% 375
2020
Q3 		$407K Sell
3,766
-822
-18% -$88.9K 0.04% 413
2020
Q2 		$495K Buy
4,588
+370
+9% +$39.6K 0.05% 330
2020
Q1 		$448K Buy
+4,218
New +$449K 0.06% 280

Other funds holding SUB

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Kingsview Wealth Management's SUB Position: Q3 2026 in Review

Kingsview Wealth Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 5.5% in Q3 2026, selling an estimated $88.3K and leaving 14,305 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #638.

Kingsview Wealth Management first reported a position in SUB in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.61M in Q2 2026. 844 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Kingsview Wealth Management held 14,305 shares of iShares Short-Term National Muni Bond ETF worth $1.5M as of Q3 2026.
  • Kingsview Wealth Management sold 834 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $88.3K.
  • iShares Short-Term National Muni Bond ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q3 2026, its #638 holding.
  • Kingsview Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2020 and has held it in 27 quarters since.
  • Kingsview Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $1.61M in Q2 2026.
  • 844 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Kingsview Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.