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

Legacy Financial Strategies’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
2026
Q2 		$7.75M Sell
72,042
-5,307
-7% -$568K 1.2% 15
2026
Q1 		$8.21M Buy
77,349
+2,420
+3% +$260K 1.48% 11
2025
Q4 		$8.03M Buy
74,929
+2,131
+3% +$228K 1.42% 12
2025
Q3 		$7.75M Buy
72,798
+5,379
+8% +$563K 1.4% 12
2025
Q2 		$7.04M Sell
67,419
-449
-0.7% -$46.7K 1.38% 11
2025
Q1 		$7.16M Buy
67,868
+1,448
+2% +$154K 1.56% 10
2024
Q4 		$7.09M Sell
66,420
-1,663
-2% -$179K 1.53% 11
2024
Q3 		$7.4M Buy
68,083
+5,284
+8% +$569K 1.63% 10
2024
Q2 		$6.7M Buy
62,799
+3,159
+5% +$336K 1.61% 10
2024
Q1 		$6.42M Buy
59,640
+3,224
+6% +$348K 1.65% 10
2023
Q4 		$6.12M Buy
56,416
+5,006
+10% +$523K 1.74% 10
2023
Q3 		$5.33M Buy
51,410
+30,375
+144% +$3.2M 1.71% 10
2023
Q2 		$2.25M Buy
21,035
+3,696
+21% +$395K 0.75% 33
2023
Q1 		$1.87M Buy
17,339
+2,742
+19% +$293K 0.69% 38
2022
Q4 		$1.54M Buy
14,597
+8,114
+125% +$846K 0.64% 38
2022
Q3 		$665K Buy
6,483
+968
+18% +$103K 0.31% 45
2022
Q2 		$587K Sell
5,515
-29,942
-84% -$3.2M 0.29% 44
2022
Q1 		$3.89M Buy
35,457
+2,439
+7% +$275K 1.66% 11
2021
Q4 		$3.84M Buy
33,018
+4,623
+16% +$537K 1.66% 10
2021
Q3 		$3.3M Buy
28,395
+2,309
+9% +$271K 1.55% 9
2021
Q2 		$3.06M Buy
26,086
+339
+1% +$39.6K 1.46% 9
2021
Q1 		$2.99M Buy
25,747
+2,589
+11% +$302K 1.58% 9
2020
Q4 		$2.71M Buy
23,158
+1,214
+6% +$141K 1.38% 10
2020
Q3 		$2.54M Buy
21,944
+15,740
+254% +$1.83M 1.46% 10
2020
Q2 		$716K Buy
6,204
+530
+9% +$60.2K 0.55% 35
2020
Q1 		$641K Sell
5,674
-114
-2% -$13K 0.61% 32
2019
Q4 		$659K Buy
5,788
+2,718
+89% +$310K 0.53% 39
2019
Q3 		$349K Buy
+3,070
New +$350K 0.31% 50
2018
Q4 		– Sell
-1,902
Closed -$204K – 56
2018
Q3 		$204K Sell
1,902
-13,156
-87% -$1.43M 0.21% 53
2018
Q2 		$1.64M Sell
15,058
-3,845
-20% -$417K 1.47% 10
2018
Q1 		$2.06M Buy
18,903
+2,011
+12% +$219K 2.01% 11
2017
Q4 		$1.87M Buy
+16,892
New +$1.87M 1.99% 12

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Legacy Financial Strategies's MUB Position: Q2 2026 in Review

Legacy Financial Strategies reduced its iShares National Muni Bond ETF (MUB) stake by 6.9% in Q2 2026, selling an estimated $568K and leaving 72,042 shares worth $7.75M. The position accounts for 1.2% of the portfolio, ranked #15.

Legacy Financial Strategies first reported a position in MUB in Q4 2017 and has held it in 32 quarters since. The position peaked at $8.21M in Q1 2026. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Legacy Financial Strategies held 72,042 shares of iShares National Muni Bond ETF worth $7.75M as of Q2 2026.
  • Legacy Financial Strategies sold 5,307 iShares National Muni Bond ETF shares in Q2 2026, an estimated $568K.
  • iShares National Muni Bond ETF made up 1.2% of Legacy Financial Strategies's portfolio in Q2 2026, its #15 holding.
  • Legacy Financial Strategies first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 32 quarters since.
  • Legacy Financial Strategies's iShares National Muni Bond ETF position peaked at $8.21M in Q1 2026.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.