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	$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

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 22.9% 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 Edge Advisors's MUB Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares National Muni Bond ETF (MUB) stake by 7.9% in Q2 2026, buying an estimated $2.21M and bringing the position to 281,933 shares worth $30.3M. The position accounts for 2.79% of the portfolio, ranked #6.

Legacy Edge Advisors first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Legacy Edge Advisors held 281,933 shares of iShares National Muni Bond ETF worth $30.3M as of Q2 2026.
Legacy Edge Advisors bought 20,667 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.21M.
iShares National Muni Bond ETF made up 2.79% of Legacy Edge Advisors's portfolio in Q2 2026, its #6 holding.
Legacy Edge Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,645 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.