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My Legacy Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

My Legacy Advisors’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
2025
Q2 		$3.28M Sell
31,426
-1,061
-3% -$110K 1.17% 18
2025
Q1 		$3.43M Sell
32,487
-6,261
-16% -$666K 1.32% 15
2024
Q4 		$4.1M Buy
38,748
+1,050
+3% +$113K 1.59% 13
2024
Q3 		$4.1M Sell
37,698
-579
-2% -$62.4K 1.62% 11
2024
Q2 		$4.08M Sell
38,277
-671
-2% -$71.5K 1.3% 16
2024
Q1 		$4.19M Buy
38,948
+4,528
+13% +$489K 1.41% 13
2023
Q4 		$3.74M Buy
34,420
+5,636
+20% +$589K 1.35% 12
2023
Q3 		$2.91M Sell
28,784
-4,354
-13% -$459K 1.18% 16
2023
Q2 		$3.55M Buy
33,138
+1,296
+4% +$139K 1.39% 12
2023
Q1 		$3.44M Sell
31,842
-824
-3% -$88K 1.47% 11
2022
Q4 		$3.52M Buy
32,666
+3,380
+12% +$352K 1.5% 9
2022
Q3 		$3.02M Sell
29,286
-628
-2% -$66.8K 1.53% 9
2022
Q2 		$3.2M Sell
29,914
-435
-1% -$46.4K 1.6% 8
2022
Q1 		$3.33M Buy
+30,349
New +$3.43M 1.54% 11

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

My Legacy Advisors's MUB Position: Q2 2025 in Review

My Legacy Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 3.3% in Q2 2025, selling an estimated $110K and leaving 31,426 shares worth $3.28M. The position accounts for 1.17% of the portfolio, ranked #18.

My Legacy Advisors first reported a position in MUB in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.19M in Q1 2024. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

  • My Legacy Advisors held 31,426 shares of iShares National Muni Bond ETF worth $3.28M as of Q2 2025.
  • My Legacy Advisors sold 1,061 iShares National Muni Bond ETF shares in Q2 2025, an estimated $110K.
  • iShares National Muni Bond ETF made up 1.17% of My Legacy Advisors's portfolio in Q2 2025, its #18 holding.
  • My Legacy Advisors first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's iShares National Muni Bond ETF position peaked at $4.19M in Q1 2024.
  • 1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.