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Legacy Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Legacy Advisors’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
Q2 		– Sell
-5,105
Closed -$538K – 268
2025
Q1 		$538K Buy
5,105
+3,128
+158% +$333K 0.06% 249
2024
Q4 		$211K Buy
1,977
+37
+2% +$3.98K 0.02% 380
2024
Q3 		$211K Sell
1,940
-337
-15% -$36.3K 0.02% 359
2024
Q2 		$243K Hold
2,277
– – 0.03% 286
2024
Q1 		$245K Buy
2,277
+141
+7% +$15.2K 0.03% 278
2023
Q4 		$232K Sell
2,136
-282
-12% -$29.5K 0.03% 278
2023
Q3 		$248K Buy
2,418
+84
+4% +$8.86K 0.04% 253
2023
Q2 		$249K Buy
+2,334
New +$249K 0.04% 239
2021
Q4 		– Sell
-2,137
Closed -$248K – 136
2021
Q3 		$248K Hold
2,137
– – 0.1% 106
2021
Q2 		$250K Buy
2,137
+177
+9% +$20.7K 0.1% 107
2021
Q1 		$227K Buy
+1,960
New +$229K 0.1% 108
2018
Q1 		– Sell
-240
Closed -$26K – 431
2017
Q4 		$26K Buy
+240
New +$26.6K 0.03% 161

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Legacy Advisors's MUB Position: Q2 2025 in Review

Legacy Advisors sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 5,105 shares — an estimated $538K sold.

Legacy Advisors first reported a position in MUB in Q4 2017 and held it in 12 quarters. The position peaked at $538K in Q1 2025. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

  • Legacy Advisors reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 5,105 iShares National Muni Bond ETF shares in Q2 2025, an estimated $538K.
  • Legacy Advisors first reported a position in iShares National Muni Bond ETF in Q4 2017 and held it in 12 quarters.
  • Legacy Advisors's iShares National Muni Bond ETF position peaked at $538K in Q1 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.