Viewpoint Capital Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Viewpoint Capital 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 Q1	–	Sell	-50	Closed	-$5.33K	–	141
2025 Q4	$5.33K	Hold	50	–	–	﹤0.01%	128
2025 Q3	$5.34K	Hold	50	–	–	﹤0.01%	139
2025 Q2	$5.32K	Hold	50	–	–	﹤0.01%	129
2025 Q1	$5.28K	Hold	50	–	–	﹤0.01%	134
2024 Q4	$5.27K	Hold	50	–	–	﹤0.01%	130
2024 Q3	$5.32K	Hold	50	–	–	﹤0.01%	132
2024 Q2	$5.23K	Hold	50	–	–	﹤0.01%	133
2024 Q1	$5.24K	Hold	50	–	–	﹤0.01%	130
2023 Q4	$5.27K	Hold	50	–	–	﹤0.01%	126
2023 Q3	$5.14K	Hold	50	–	–	﹤0.01%	121
2023 Q2	$5.2K	Hold	50	–	–	﹤0.01%	121
2023 Q1	$5.23K	Hold	50	–	–	﹤0.01%	112
2022 Q4	$5.21K	Hold	50	–	–	0.01%	110
2022 Q3	$5K	Hold	50	–	–	﹤0.01%	107
2022 Q2	$5K	Hold	50	–	–	﹤0.01%	112
2022 Q1	$5K	Hold	50	–	–	﹤0.01%	112
2021 Q4	$5K	Buy	+50	New	+$5.37K	﹤0.01%	115

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 $666B 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 $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Viewpoint Capital Management's SUB Position: Q1 2026 in Review

Viewpoint Capital Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026, closing a stake of 50 shares — an estimated $5.33K sold.

Viewpoint Capital Management first reported a position in SUB in Q4 2021 and held it in 17 quarters. The position peaked at $5.34K in Q3 2025. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Viewpoint Capital Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Viewpoint Capital Management sold 50 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $5.33K.
Viewpoint Capital Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and held it in 17 quarters.
Viewpoint Capital Management's iShares Short-Term National Muni Bond ETF position peaked at $5.34K in Q3 2025.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.