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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 		$19.9M Sell
187,405
-8,549
-4% -$910K 2.66% 9
2026
Q1 		$20.9M Buy
195,954
+7,309
+4% +$782K 2.19% 9
2025
Q4 		$20.1M Buy
+188,645
New +$20.1M 2.2% 12

Other funds holding SUB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

Legacy Edge Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 4.4% in Q2 2026, selling an estimated $910K and leaving 187,405 shares worth $19.9M. The position accounts for 2.66% of the portfolio, ranked #9.

Legacy Edge Advisors first reported a position in SUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.9M in Q1 2026. 670 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Legacy Edge Advisors held 187,405 shares of iShares Short-Term National Muni Bond ETF worth $19.9M as of Q2 2026.
  • Legacy Edge Advisors sold 8,549 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $910K.
  • iShares Short-Term National Muni Bond ETF made up 2.66% of Legacy Edge Advisors's portfolio in Q2 2026, its #9 holding.
  • Legacy Edge Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares Short-Term National Muni Bond ETF position peaked at $20.9M in Q1 2026.
  • 670 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.