Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-294
Closed -$30.2K – 454
2023
Q3 		$30.2K Buy
+294
New +$30.5K 0.01% 221

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Legacy Financial Group (Iowa)'s SUB Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2023, closing a stake of 294 shares — an estimated $30.2K sold.

Legacy Financial Group (Iowa) first reported a position in SUB in Q3 2023 and held it in 1 quarter. The position peaked at $30.2K in Q3 2023. 789 funds tracked by Wall St. Rank hold SUB as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 294 iShares Short-Term National Muni Bond ETF shares in Q4 2023, an estimated $30.2K.
  • Legacy Financial Group (Iowa) first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares Short-Term National Muni Bond ETF position peaked at $30.2K in Q3 2023.
  • 789 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.