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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
Q2 		$22.6M Sell
215,990
-45,276
-17% -$4.84M 3.01% 7
2026
Q1 		$27.7M Buy
261,266
+23,749
+10% +$2.55M 2.92% 6
2025
Q4 		$25.4M Buy
+237,517
New +$25.4M 2.78% 7

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Legacy Edge Advisors's MUB Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 17% in Q2 2026, selling an estimated $4.84M and leaving 215,990 shares worth $22.6M. The position accounts for 3.01% of the portfolio, ranked #7.

Legacy Edge Advisors first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.7M in Q1 2026. 1,233 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Legacy Edge Advisors held 215,990 shares of iShares National Muni Bond ETF worth $22.6M as of Q2 2026.
  • Legacy Edge Advisors sold 45,276 iShares National Muni Bond ETF shares in Q2 2026, an estimated $4.84M.
  • iShares National Muni Bond ETF made up 3.01% of Legacy Edge Advisors's portfolio in Q2 2026, its #7 holding.
  • Legacy Edge Advisors first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares National Muni Bond ETF position peaked at $27.7M in Q1 2026.
  • 1,233 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.