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Legacy Wealth Management (Idaho)’s iShares National Muni Bond ETF MUB Stock Holding History

Legacy Wealth Management (Idaho)’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
Q1 		$45K Buy
+424
New +$45.6K 0.02% 278
2025
Q4 		– Sell
-12
Closed -$1.28K – 950
2025
Q3 		$1.28K Buy
+12
New +$1.26K ﹤0.01% 593
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s MUB Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2026: 424 shares worth $45K. The stake represents 0.02% of the portfolio and ranks #278 among its holdings. This is a return to the name: Legacy Wealth Management (Idaho) previously reported a position in MUB as recently as Q3 2025.

Legacy Wealth Management (Idaho) first reported a position in MUB in Q3 2024 and has held it in 3 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 424 shares of iShares National Muni Bond ETF worth $45K as of Q1 2026.
  • iShares National Muni Bond ETF was a new Legacy Wealth Management (Idaho) position in Q1 2026.
  • iShares National Muni Bond ETF made up 0.02% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #278 holding.
  • Legacy Wealth Management (Idaho) first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.