Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Luther King Capital Management (LKCM)’s
iShares Short-Term National Muni Bond ETF
SUB
Stock Holding History
Luther King Capital Management (LKCM)’s Portfolio
SUB Stock Details
SUB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q2
–
Hold
0
–
–
–
285
2026
Q1
–
Hold
0
–
–
–
266
2025
Q4
–
Hold
0
–
–
–
266
2025
Q3
–
Hold
0
–
–
–
255
2025
Q2
–
Hold
0
–
–
–
252
2025
Q1
–
Hold
0
–
–
–
234
2024
Q4
–
Hold
0
–
–
–
239
2023
Q4
–
Hold
0
–
–
–
528
2023
Q3
–
Hold
0
–
–
–
533
2023
Q2
–
Hold
0
–
–
–
530
2023
Q1
–
Hold
0
–
–
–
514
2022
Q4
–
Hold
0
–
–
–
513
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
Bank of New York Mellon
New York
$609B AUM
40.19%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$786B AUM
40.34%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$171B AUM
24.68%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$113B AUM
34.64%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$187B AUM
21.7%
1-Year Est. Return
Citigroup
New York
$303B AUM
53.02%
1-Year Est. Return
CAPTRUST Financial Advisors
Raleigh, North Carolina
$65.5B AUM
24.25%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close