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Legacy Wealth Management (Idaho)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Legacy Wealth Management (Idaho)’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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SUB Position: Q4 2024 in Review

Legacy Wealth Management (Idaho) 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 Wealth Management (Idaho) first reported a position in SUB in Q3 2024 and held it in 1 quarter. The position peaked at $112K in Q3 2024. 834 funds tracked by Wall St. Rank hold SUB as of Q4 2024.

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

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2024, filed 13 Feb 2025.