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

LongView 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
2025 Q2	–	Sell	-15,608	Closed	-$1.65M	–	220
2025 Q1	$1.65M	Buy	15,608 +60	+0.4%	+$6.34K	0.49%	47
2024 Q4	$1.64M	Buy	15,548 +114	+0.7%	+$12K	0.5%	44
2024 Q3	$1.64M	Buy	15,434 +80	+0.5%	+$8.44K	0.52%	44
2024 Q2	$1.61M	Buy	+15,354	New	+$1.6M	0.59%	38

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LongView Wealth Management's SUB Position: Q2 2025 in Review

LongView Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2025, closing a stake of 15,608 shares — an estimated $1.65M sold.

LongView Wealth Management first reported a position in SUB in Q2 2024 and held it in 4 quarters. The position peaked at $1.65M in Q1 2025. 850 funds tracked by Wall St. Rank hold SUB as of Q2 2025.

LongView Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
LongView Wealth Management sold 15,608 iShares Short-Term National Muni Bond ETF shares in Q2 2025, an estimated $1.65M.
LongView Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2024 and held it in 4 quarters.
LongView Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $1.65M in Q1 2025.
850 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2025.

Based on LongView Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.