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Legacy Investment Solutions’s iShares National Muni Bond ETF MUB Stock Holding History

Legacy Investment Solutions’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
2024
Q4 		– Sell
-319
Closed -$34.2K – 796
2024
Q3 		$34.2K Buy
+319
New +$34.4K 0.02% 147

Other funds holding MUB

Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Investment Solutions's MUB Position: Q4 2024 in Review

Legacy Investment Solutions sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 319 shares — an estimated $34.2K sold.

Legacy Investment Solutions first reported a position in MUB in Q3 2024 and held it in 1 quarter. The position peaked at $34.2K in Q3 2024. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

  • Legacy Investment Solutions reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Investment Solutions sold 319 iShares National Muni Bond ETF shares in Q4 2024, an estimated $34.2K.
  • Legacy Investment Solutions first reported a position in iShares National Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • Legacy Investment Solutions's iShares National Muni Bond ETF position peaked at $34.2K in Q3 2024.
  • 1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.