Legacy Capital Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Legacy Capital Wealth Partners’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 Q2	$312K	Buy	2,895 +183	+7%	+$19.6K	0.06%	289
2026 Q1	$288K	Buy	2,712 +178	+7%	+$19.1K	0.06%	306
2025 Q4	$271K	Sell	2,534 -303	-11%	-$32.4K	0.06%	318
2025 Q3	$302K	Sell	2,837 -19,310	-87%	-$2.02M	0.07%	309
2025 Q2	$2.31M	Buy	22,147 +19,756	+826%	+$2.05M	0.53%	29
2025 Q1	$252K	Buy	2,391 +228	+11%	+$24.2K	0.06%	311
2024 Q4	$230K	Buy	2,163 +49	+2%	+$5.26K	0.06%	313
2024 Q3	$230K	Hold	2,114	–	–	0.05%	319
2024 Q2	$225K	Buy	+2,114	New	+$225K	0.06%	279
2024 Q1	–	Sell	-19,184	Closed	-$2.08M	–	260
2023 Q4	$2.08M	Buy	+19,184	New	+$2M	0.59%	33

Other funds holding MUB

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

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

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Legacy Capital Wealth Partners's MUB Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 6.7% in Q2 2026, buying an estimated $19.6K and bringing the position to 2,895 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #289.

Legacy Capital Wealth Partners first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.31M in Q2 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Legacy Capital Wealth Partners held 2,895 shares of iShares National Muni Bond ETF worth $312K as of Q2 2026.
Legacy Capital Wealth Partners bought 183 iShares National Muni Bond ETF shares in Q2 2026, an estimated $19.6K.
iShares National Muni Bond ETF made up 0.06% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #289 holding.
Legacy Capital Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
Legacy Capital Wealth Partners's iShares National Muni Bond ETF position peaked at $2.31M in Q2 2025.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.