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

Legacy Wealth Partners (Colorado)’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
2026
Q1 		– Sell
-1,916
Closed -$204K – 196
2025
Q4 		$204K Buy
+1,916
New +$204K 0.05% 171

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Bank of New York Mellon
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s SUB Position: Q1 2026 in Review

Legacy Wealth Partners (Colorado) sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026, closing a stake of 1,916 shares — an estimated $204K sold.

Legacy Wealth Partners (Colorado) first reported a position in SUB in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 888 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • Legacy Wealth Partners (Colorado) reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Partners (Colorado) sold 1,916 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $204K.
  • Legacy Wealth Partners (Colorado) first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and held it in 1 quarter.
  • Legacy Wealth Partners (Colorado)'s iShares Short-Term National Muni Bond ETF position peaked at $204K in Q4 2025.
  • 888 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q1 2026, filed 17 Apr 2026.