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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Advisors's MUB Position: Q1 2025 in Review

Legacy Advisors increased its iShares National Muni Bond ETF (MUB) stake by 158% in Q1 2025, buying an estimated $333K and bringing the position to 5,105 shares worth $538K. The position accounts for 0.06% of the portfolio, ranked #249.

Legacy Advisors first reported a position in MUB in Q4 2017 and has held it in 12 quarters since. 1,501 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

Legacy Advisors held 5,105 shares of iShares National Muni Bond ETF worth $538K as of Q1 2025.
Legacy Advisors bought 3,128 iShares National Muni Bond ETF shares in Q1 2025, an estimated $333K.
iShares National Muni Bond ETF made up 0.06% of Legacy Advisors's portfolio in Q1 2025, its #249 holding.
Legacy Advisors first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 12 quarters since.
1,501 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.