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My Legacy Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

My Legacy Advisors’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
2025
Q2 		$620K Buy
5,826
+2,050
+54% +$217K 0.22% 125
2025
Q1 		$399K Sell
3,776
-1,199
-24% -$127K 0.15% 152
2024
Q4 		$524K Buy
4,975
+616
+14% +$65.1K 0.2% 130
2024
Q3 		$463K Buy
4,359
+830
+24% +$87.6K 0.18% 135
2024
Q2 		$369K Sell
3,529
-329
-9% -$34.4K 0.12% 176
2024
Q1 		$404K Sell
3,858
-1,195
-24% -$125K 0.14% 170
2023
Q4 		$531K Sell
5,053
-1,559
-24% -$162K 0.19% 144
2023
Q3 		$680K Sell
6,612
-1,148
-15% -$119K 0.28% 110
2023
Q2 		$808K Buy
7,760
+187
+2% +$19.5K 0.32% 97
2023
Q1 		$794K Sell
7,573
-394
-5% -$41.1K 0.34% 99
2022
Q4 		$835K Buy
7,967
+596
+8% +$61.7K 0.36% 96
2022
Q3 		$759K Buy
7,371
+2,617
+55% +$273K 0.38% 85
2022
Q2 		$498K Sell
4,754
-39
-0.8% -$4.06K 0.25% 142
2022
Q1 		$501K Buy
+4,793
New +$507K 0.23% 133

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

My Legacy Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 54% in Q2 2025, buying an estimated $217K and bringing the position to 5,826 shares worth $620K. The position accounts for 0.22% of the portfolio, ranked #125.

My Legacy Advisors first reported a position in SUB in Q1 2022 and has held it in 14 quarters since. The position peaked at $835K in Q4 2022. 850 funds tracked by Wall St. Rank hold SUB as of Q2 2025.

  • My Legacy Advisors held 5,826 shares of iShares Short-Term National Muni Bond ETF worth $620K as of Q2 2025.
  • My Legacy Advisors bought 2,050 iShares Short-Term National Muni Bond ETF shares in Q2 2025, an estimated $217K.
  • iShares Short-Term National Muni Bond ETF made up 0.22% of My Legacy Advisors's portfolio in Q2 2025, its #125 holding.
  • My Legacy Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's iShares Short-Term National Muni Bond ETF position peaked at $835K in Q4 2022.
  • 850 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2025.

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