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

Legacy Edge 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
2026 Q3	$21.7M	Sell	215,004 -66,929	-24%	-$7.03M	1.92%	13
2026 Q2	$30.3M	Buy	281,933 +20,667	+8%	+$2.21M	2.79%	6
2026 Q1	$27.7M	Buy	261,266 +23,749	+10%	+$2.55M	2.92%	6
2025 Q4	$25.4M	Buy	237,517 +36,902	+18%	+$3.95M	2.78%	7
2025 Q3	$21.4M	Sell	200,615 -15,375	-7%	-$1.61M	2.52%	9
2025 Q2	$22.6M	Buy	215,990 +200,828	+1,325%	+$20.9M	3.01%	7
2025 Q1	$1.6M	Buy	15,162 +297	+2%	+$31.6K	0.25%	49
2024 Q4	$1.58M	Buy	14,865 +163	+1%	+$17.5K	0.25%	53
2024 Q3	$1.6M	Sell	14,702 -4,199	-22%	-$453K	0.26%	53
2024 Q2	$2.01M	Buy	18,901 +1,838	+11%	+$196K	0.37%	42
2024 Q1	$1.84M	Sell	17,063 -2,391	-12%	-$258K	0.38%	42
2023 Q4	$2.11M	Buy	+19,454	New	+$2.03M	0.48%	40

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Legacy Edge Advisors's MUB Position: Q3 2026 in Review

Legacy Edge Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 24% in Q3 2026, selling an estimated $7.03M and leaving 215,004 shares worth $21.7M. The position accounts for 1.92% of the portfolio, ranked #13.

Legacy Edge Advisors first reported a position in MUB in Q4 2023 and has held it in 12 quarters since. The position peaked at $30.3M in Q2 2026. 1,188 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Legacy Edge Advisors held 215,004 shares of iShares National Muni Bond ETF worth $21.7M as of Q3 2026.
Legacy Edge Advisors sold 66,929 iShares National Muni Bond ETF shares in Q3 2026, an estimated $7.03M.
iShares National Muni Bond ETF made up 1.92% of Legacy Edge Advisors's portfolio in Q3 2026, its #13 holding.
Legacy Edge Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
Legacy Edge Advisors's iShares National Muni Bond ETF position peaked at $30.3M in Q2 2026.
1,188 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.