Kovitz Investment Group Partners
SUB icon

Kovitz Investment Group Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-23,492
Closed -$2.51M – 1220
2025
Q3 		$2.51M Sell
23,492
-1,634
-7% -$174K 0.01% 597
2025
Q2 		$2.67M Buy
25,126
+2,487
+11% +$263K 0.01% 569
2025
Q1 		$2.39M Sell
22,639
-6,034
-21% -$638K 0.01% 546
2024
Q4 		$3.02M Sell
28,673
-2,744
-9% -$290K 0.01% 498
2024
Q3 		$3.33M Buy
+31,417
New +$3.31M 0.02% 410
2022
Q2 		– Sell
-2,563
Closed -$268K – 426
2022
Q1 		$268K Sell
2,563
-7,997
-76% -$846K 0.01% 386
2021
Q4 		$1.14M Buy
10,560
+1,490
+16% +$160K 0.03% 262
2021
Q3 		$976K Sell
9,070
-250
-3% -$27K 0.02% 302
2021
Q2 		$1M Sell
9,320
-850
-8% -$91.6K 0.02% 301
2021
Q1 		$1.1M Buy
10,170
+135
+1% +$14.6K 0.03% 275
2020
Q4 		$1.08M Sell
10,035
-16,760
-63% -$1.81M 0.03% 261
2020
Q3 		$2.9M Buy
26,795
+10,025
+60% +$1.08M 0.08% 160
2020
Q2 		$1.81M Buy
+16,770
New +$1.8M 0.06% 194

Other funds holding SUB

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Kovitz Investment Group Partners's SUB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2025, closing a stake of 23,492 shares — an estimated $2.51M sold.

Kovitz Investment Group Partners first reported a position in SUB in Q2 2020 and held it in 13 quarters. The position peaked at $3.33M in Q3 2024. 865 funds tracked by Wall St. Rank hold SUB as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 23,492 iShares Short-Term National Muni Bond ETF shares in Q4 2025, an estimated $2.51M.
  • Kovitz Investment Group Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2020 and held it in 13 quarters.
  • Kovitz Investment Group Partners's iShares Short-Term National Muni Bond ETF position peaked at $3.33M in Q3 2024.
  • 865 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.