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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
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

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 Private Trust's MUB Position: Q2 2026 in Review

Legacy Private Trust reduced its iShares National Muni Bond ETF (MUB) stake by 10% in Q2 2026, selling an estimated $871K and leaving 72,195 shares worth $7.77M. The position accounts for 0.43% of the portfolio, ranked #50.

Legacy Private Trust first reported a position in MUB in Q4 2013 and has held it in 51 quarters since. The position peaked at $19.3M in Q3 2016. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Legacy Private Trust held 72,195 shares of iShares National Muni Bond ETF worth $7.77M as of Q2 2026.
  • Legacy Private Trust sold 8,143 iShares National Muni Bond ETF shares in Q2 2026, an estimated $871K.
  • iShares National Muni Bond ETF made up 0.43% of Legacy Private Trust's portfolio in Q2 2026, its #50 holding.
  • Legacy Private Trust first reported a position in iShares National Muni Bond ETF in Q4 2013 and has held it in 51 quarters since.
  • Legacy Private Trust's iShares National Muni Bond ETF position peaked at $19.3M in Q3 2016.
  • 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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