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Family Legacy Financial Solutions’s iShares National Muni Bond ETF MUB Stock Holding History

Family Legacy Financial Solutions’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-192
Closed -$20.4K – 162
2025
Q3 		$20.4K Buy
+192
New +$20.1K 0.02% 133

Other funds holding MUB

Bank of America
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Family Legacy Financial Solutions's MUB Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 192 shares — an estimated $20.4K sold.

Family Legacy Financial Solutions first reported a position in MUB in Q3 2025 and held it in 1 quarter. The position peaked at $20.4K in Q3 2025. 1,628 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 192 iShares National Muni Bond ETF shares in Q4 2025, an estimated $20.4K.
  • Family Legacy Financial Solutions first reported a position in iShares National Muni Bond ETF in Q3 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's iShares National Muni Bond ETF position peaked at $20.4K in Q3 2025.
  • 1,628 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.