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Legacy Private Trust’s iShares National Muni Bond ETF MUB Stock Holding History

Legacy Private Trust’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
Q3 		$31.8M Buy
314,808
+242,613
+336% +$25.5M 1.74% 13
2026
Q2 		$7.77M Sell
72,195
-8,143
-10% -$871K 0.43% 50
2026
Q1 		$8.53M Sell
80,338
-4,155
-5% -$447K 0.52% 44
2025
Q4 		$9.05M Buy
84,493
+3,523
+4% +$377K 0.53% 37
2025
Q3 		$8.62M Buy
80,970
+16,318
+25% +$1.71M 0.51% 43
2025
Q2 		$6.75M Buy
64,652
+19,368
+43% +$2.01M 0.44% 48
2025
Q1 		$4.77M Sell
45,284
-12,885
-22% -$1.37M 0.33% 66
2024
Q4 		$6.2M Buy
58,169
+4,986
+9% +$536K 0.41% 52
2024
Q3 		$5.78M Sell
53,183
-22,697
-30% -$2.45M 0.39% 59
2024
Q2 		$8.09M Hold
75,880
– – 0.57% 39
2024
Q1 		$8.16M Sell
75,880
-5,922
-7% -$639K 0.6% 38
2023
Q4 		$8.87M Sell
81,802
-31,645
-28% -$3.31M 0.71% 34
2023
Q3 		$11.6M Sell
113,447
-7,336
-6% -$774K 1% 20
2023
Q2 		$12.9M Sell
120,783
-23,343
-16% -$2.5M 1.07% 20
2023
Q1 		$15.5M Buy
144,126
+14,720
+11% +$1.57M 1.32% 14
2022
Q4 		$13.7M Sell
129,406
-4,928
-4% -$514K 1.23% 15
2022
Q3 		$13.8M Sell
134,334
-24,997
-16% -$2.66M 1.31% 16
2022
Q2 		$16.9M Buy
159,331
+14,554
+10% +$1.55M 1.52% 13
2022
Q1 		$15.9M Buy
144,777
+17,977
+14% +$2.03M 1.23% 19
2021
Q4 		$14.7M Buy
126,800
+7,458
+6% +$866K 1.11% 21
2021
Q3 		$13.9M Buy
119,342
+5,945
+5% +$697K 1.12% 21
2021
Q2 		$13.3M Buy
113,397
+1,622
+1% +$190K 1.12% 21
2021
Q1 		$13M Sell
111,775
-5,594
-5% -$652K 1.17% 21
2020
Q4 		$13.8M Buy
117,369
+2,930
+3% +$340K 1.3% 18
2020
Q3 		$13.3M Buy
114,439
+4,109
+4% +$477K 1.37% 14
2020
Q2 		$12.7M Buy
110,330
+6,630
+6% +$753K 1.4% 16
2020
Q1 		$11.7M Sell
103,700
-16,245
-14% -$1.85M 1.52% 17
2019
Q4 		$13.7M Buy
119,945
+100
+0.1% +$11.4K 1.43% 15
2019
Q3 		$13.7M Sell
119,845
-5,015
-4% -$572K 1.53% 14
2019
Q2 		$14.1M Sell
124,860
-3,100
-2% -$347K 1.61% 15
2019
Q1 		$14.2M Buy
127,960
+8,200
+7% +$899K 1.69% 14
2018
Q4 		$13.1M Buy
119,760
+117,800
+6,010% +$12.7M 1.69% 16
2018
Q3 		$212K Sell
1,960
-1,553
-44% -$169K 0.02% 221
2018
Q2 		$383K Sell
3,513
-2,053
-37% -$223K 0.05% 183
2018
Q1 		$606K Sell
5,566
-1,253
-18% -$137K 0.07% 169
2017
Q4 		$755K Sell
6,819
-6,996
-51% -$774K 0.09% 150
2017
Q3 		$1.53M Buy
13,815
+4,196
+44% +$466K 0.19% 106
2017
Q2 		$1.06M Buy
9,619
+605
+7% +$66.5K 0.13% 124
2017
Q1 		$982K Sell
9,014
-9,948
-52% -$1.08M 0.13% 138
2016
Q4 		$2.05M Sell
18,962
-151,796
-89% -$16.6M 0.28% 95
2016
Q3 		$19.3M Buy
170,758
+38,049
+29% +$4.31M 2.62% 5
2016
Q2 		$15.1M Buy
132,709
+69,944
+111% +$7.87M 2.2% 7
2016
Q1 		$7.01M Buy
62,765
+12,805
+26% +$1.43M 1.06% 18
2015
Q4 		$5.53M Sell
49,960
-5,431
-10% -$596K 0.84% 30
2015
Q3 		$6.07M Buy
55,391
+7,124
+15% +$775K 0.96% 26
2015
Q2 		$5.22M Buy
48,267
+18,706
+63% +$2.04M 0.79% 35
2015
Q1 		$3.27M Sell
29,561
-18,067
-38% -$2M 0.48% 63
2014
Q4 		$5.25M Buy
47,628
+13,872
+41% +$1.52M 0.77% 38
2014
Q3 		$3.7M Buy
33,756
+3,493
+12% +$381K 0.57% 45
2014
Q2 		$3.29M Buy
30,263
+7,023
+30% +$760K 0.51% 56
2014
Q1 		$2.49M Buy
23,240
+11,892
+105% +$1.26M 0.43% 63
2013
Q4 		$1.18M Buy
+11,348
New +$1.18M 0.22% 98

Other funds holding MUB

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Legacy Private Trust's MUB Position: Q3 2026 in Review

Legacy Private Trust increased its iShares National Muni Bond ETF (MUB) stake by 336% in Q3 2026, buying an estimated $25.5M and bringing the position to 314,808 shares worth $31.8M. The position accounts for 1.74% of the portfolio, ranked #13.

Legacy Private Trust first reported a position in MUB in Q4 2013 and has held it in 52 quarters since. 103 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Legacy Private Trust held 314,808 shares of iShares National Muni Bond ETF worth $31.8M as of Q3 2026.
  • Legacy Private Trust bought 242,613 iShares National Muni Bond ETF shares in Q3 2026, an estimated $25.5M.
  • iShares National Muni Bond ETF made up 1.74% of Legacy Private Trust's portfolio in Q3 2026, its #13 holding.
  • Legacy Private Trust first reported a position in iShares National Muni Bond ETF in Q4 2013 and has held it in 52 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.