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
SS
Sunbelt Securities’s
iShares Short-Term National Muni Bond ETF
SUB
Stock Holding History
Sunbelt Securities’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
$111K
Sell
1,044
-24
-2%
-$2.57K
0.01%
802
2025
Q4
$114K
Sell
1,068
-19
-2%
-$2.02K
0.01%
784
2025
Q3
$116K
Sell
1,087
-854
-44%
-$91.2K
0.01%
783
2025
Q2
$205K
Buy
1,941
+112
+6%
+$11.8K
0.02%
578
2025
Q1
$193K
Sell
1,829
-112
-6%
-$11.8K
0.02%
571
2024
Q4
$205K
Sell
1,941
-38
-2%
-$4.01K
0.02%
579
2024
Q3
$210K
Buy
1,979
+85
+4%
+$8.97K
0.02%
579
2024
Q2
$198K
Sell
1,894
-225
-11%
-$23.5K
0.02%
554
2024
Q1
$222K
Buy
2,119
+1
+0%
+$105
0.02%
509
2023
Q4
$223K
Buy
2,118
+2
+0.1%
+$208
0.03%
464
2023
Q3
$218K
Sell
2,116
-29
-1%
-$3.01K
0.03%
462
2023
Q2
$223K
Buy
2,145
+211
+11%
+$22K
0.03%
443
2023
Q1
$203K
Sell
1,934
-1,183
-38%
-$124K
0.03%
433
2022
Q4
$325K
Sell
3,117
-1,494
-32%
-$155K
0.06%
330
2022
Q3
$473K
Buy
+4,611
New
+$481K
0.1%
244
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
$564B 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
$157B AUM
32.99%
1-Year Est. Return
CAPTRUST Financial Advisors
Raleigh, North Carolina
$57.2B AUM
18.32%
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