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

Legacy Bridge’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
2023
Q4 		– Sell
-1,605
Closed -$165K – 299
2023
Q3 		$165K Hold
1,605
– – 0.12% 142
2023
Q2 		$171K Hold
1,605
– – 0.11% 145
2023
Q1 		$173K Hold
1,605
– – 0.12% 143
2022
Q4 		$169K Hold
1,605
– – 0.12% 145
2022
Q3 		$165K Hold
1,605
– – 0.13% 138
2022
Q2 		$171K Hold
1,605
– – 0.13% 144
2022
Q1 		$176K Hold
1,605
– – 0.1% 151
2021
Q4 		$187K Hold
1,605
– – 0.1% 152
2021
Q3 		$186K Buy
+1,605
New +$188K 0.11% 150

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Legacy Bridge's MUB Position: Q4 2023 in Review

Legacy Bridge sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 1,605 shares — an estimated $165K sold.

Legacy Bridge first reported a position in MUB in Q3 2021 and held it in 9 quarters. The position peaked at $187K in Q4 2021. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

  • Legacy Bridge reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Bridge sold 1,605 iShares National Muni Bond ETF shares in Q4 2023, an estimated $165K.
  • Legacy Bridge first reported a position in iShares National Muni Bond ETF in Q3 2021 and held it in 9 quarters.
  • Legacy Bridge's iShares National Muni Bond ETF position peaked at $187K in Q4 2021.
  • 1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Legacy Bridge's 13F filing for Q4 2023, filed 17 Jan 2024.