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Legacy Investment Solutions’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Legacy Investment Solutions’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
2024
Q4 		– Sell
-1,058
Closed -$112K – 810
2024
Q3 		$112K Buy
+1,058
New +$112K 0.07% 82

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Morgan Stanley
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SEI Investments
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
UBS Group
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Legacy Investment Solutions sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2024, closing a stake of 1,058 shares — an estimated $112K sold.

Legacy Investment Solutions first reported a position in SUB in Q3 2024 and held it in 1 quarter. The position peaked at $112K in Q3 2024. 830 funds tracked by Wall St. Rank hold SUB as of Q4 2024.

  • Legacy Investment Solutions reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Investment Solutions sold 1,058 iShares Short-Term National Muni Bond ETF shares in Q4 2024, an estimated $112K.
  • Legacy Investment Solutions first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • Legacy Investment Solutions's iShares Short-Term National Muni Bond ETF position peaked at $112K in Q3 2024.
  • 830 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2024.

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