Legacy Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Legacy Financial 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
2023 Q4	–	Sell	-16,459	Closed	-$1.69M	–	306
2023 Q3	$1.69M	Sell	16,459 -122,452	-88%	-$12.9M	0.34%	43
2023 Q2	$14.8M	Sell	138,911 -2,135	-2%	-$228K	2.77%	9
2023 Q1	$15.2M	Buy	141,046 +7,495	+6%	+$801K	3.1%	9
2022 Q4	$14.1M	Buy	133,551 +130,342	+4,062%	+$13.6M	3.04%	9
2022 Q3	$329K	Sell	3,209 -6,565	-67%	-$698K	0.08%	150
2022 Q2	$1.04M	Buy	9,774 +405	+4%	+$43.2K	0.26%	40
2022 Q1	$1.03M	Buy	+9,369	New	+$1.06M	0.23%	47
2021 Q2	–	Sell	-2,045	Closed	-$237K	–	179
2021 Q1	$237K	Buy	2,045 +106	+5%	+$12.4K	0.06%	140
2020 Q4	$227K	Hold	1,939	–	–	0.06%	129
2020 Q3	$225K	Buy	+1,939	New	+$225K	0.07%	113
2020 Q1	–	Sell	-1,939	Closed	-$221K	–	103
2019 Q4	$221K	Buy	1,939 +61	+3%	+$6.95K	0.07%	110
2019 Q3	$214K	Hold	1,878	–	–	0.07%	110
2019 Q2	$212K	Hold	1,878	–	–	0.08%	109
2019 Q1	$209K	Buy	+1,878	New	+$206K	0.07%	106

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Legacy Financial Advisors's MUB Position: Q4 2023 in Review

Legacy Financial Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 16,459 shares — an estimated $1.69M sold.

Legacy Financial Advisors first reported a position in MUB in Q1 2019 and held it in 14 quarters. The position peaked at $15.2M in Q1 2023. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

Legacy Financial Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Legacy Financial Advisors sold 16,459 iShares National Muni Bond ETF shares in Q4 2023, an estimated $1.69M.
Legacy Financial Advisors first reported a position in iShares National Muni Bond ETF in Q1 2019 and held it in 14 quarters.
Legacy Financial Advisors's iShares National Muni Bond ETF position peaked at $15.2M in Q1 2023.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Legacy Financial Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.