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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
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 America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Legacy Edge Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.6% in Q2 2026, buying an estimated $325K and bringing the position to 199,011 shares worth $21.2M. The position accounts for 1.95% of the portfolio, ranked #13.

Legacy Edge Advisors first reported a position in SUB in Q4 2023 and has held it in 11 quarters since. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Legacy Edge Advisors held 199,011 shares of iShares Short-Term National Muni Bond ETF worth $21.2M as of Q2 2026.
  • Legacy Edge Advisors bought 3,057 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $325K.
  • iShares Short-Term National Muni Bond ETF made up 1.95% of Legacy Edge Advisors's portfolio in Q2 2026, its #13 holding.
  • Legacy Edge Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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