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

Legacy Advisory Services’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
2026 Q3	$929K	Buy	+9,186	New	+$964K	0.67%	36

Other funds holding MUB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Legacy Advisory Services's MUB Position: Q3 2026 in Review

Legacy Advisory Services opened a new position in iShares National Muni Bond ETF (MUB) in Q3 2026: 9,186 shares worth $929K. The stake represents 0.67% of the portfolio and ranks #36 among its holdings.

555 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Legacy Advisory Services held 9,186 shares of iShares National Muni Bond ETF worth $929K as of Q3 2026.
iShares National Muni Bond ETF was a new Legacy Advisory Services position in Q3 2026.
iShares National Muni Bond ETF made up 0.67% of Legacy Advisory Services's portfolio in Q3 2026, its #36 holding.
555 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.