Legacy Edge Advisors
SUB icon

Legacy Edge Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Legacy Edge Advisors’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$22M Buy
210,224
+11,213
+6% +$1.19M 1.95% 12
2026
Q2 		$21.2M Buy
199,011
+3,057
+2% +$325K 1.95% 13
2026
Q1 		$20.9M Buy
195,954
+7,309
+4% +$782K 2.19% 9
2025
Q4 		$20.1M Sell
188,645
-430
-0.2% -$45.8K 2.2% 12
2025
Q3 		$20.2M Buy
189,075
+1,670
+0.9% +$178K 2.38% 11
2025
Q2 		$19.9M Buy
187,405
+10,171
+6% +$1.07M 2.66% 9
2025
Q1 		$18.7M Buy
177,234
+2,848
+2% +$301K 2.92% 6
2024
Q4 		$18.4M Buy
174,386
+44,018
+34% +$4.65M 2.92% 9
2024
Q3 		$13.8M Buy
130,368
+6,148
+5% +$649K 2.21% 18
2024
Q2 		$13M Sell
124,220
-5,547
-4% -$580K 2.39% 15
2024
Q1 		$13.6M Buy
129,767
+14,867
+13% +$1.56M 2.83% 11
2023
Q4 		$12.1M Buy
+114,900
New +$12M 2.77% 10

Other funds holding SUB

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Legacy Edge Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 5.6% in Q3 2026, buying an estimated $1.19M and bringing the position to 210,224 shares worth $22M. The position accounts for 1.95% of the portfolio, ranked #12.

Legacy Edge Advisors first reported a position in SUB in Q4 2023 and has held it in 12 quarters since. 666 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Legacy Edge Advisors held 210,224 shares of iShares Short-Term National Muni Bond ETF worth $22M as of Q3 2026.
  • Legacy Edge Advisors bought 11,213 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $1.19M.
  • iShares Short-Term National Muni Bond ETF made up 1.95% of Legacy Edge Advisors's portfolio in Q3 2026, its #12 holding.
  • Legacy Edge Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 666 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

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