My Legacy Advisors, LLC Ishares Short Term National Mu Transaction History

My Legacy Advisors, LLC

$269 Million
Q2 2025

A detailed history of My Legacy Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, My Legacy Advisors, LLC holds 5,826 shares of SUB stock, worth $622,275. This represents 0.23% of its overall portfolio holdings.

Number of Shares

5,826

Previous 3,776 54.29%

Holding current value

$622,275

Previous $398,000 55.53%

% of portfolio

0.23%

Previous 0.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$104.77 - $106.34 $214,778 - $217,997	2,050 Added 54.29%	5,826 $619,000
Q1 2025 Apr 15, 2025	SELL	$105.3 - $106.24 $126,254 - $127,381	-1,199 Reduced 24.1%	3,776 $398,000
Q4 2024 Jan 16, 2025	BUY	$104.94 - $106.2 $64,643 - $65,419	616 Added 14.13%	4,975 $524,000
Q3 2024 Oct 21, 2024	BUY	$104.3 - $106.3 $86,569 - $88,229	830 Added 23.52%	4,359 $462,000
Q2 2024 Jul 24, 2024	SELL	$104.04 - $104.8 $158,556 - $159,715	-1,524 Reduced 30.16%	3,529 $368,000
Q1 2024 Jul 25, 2024	BUY	$104.73 - $105.42 $34,456 - $34,683	329 Added 9.32%	3,858 $404,000
Q4 2023 Jan 12, 2024	SELL	$102.62 - $105.46 $159,984 - $164,412	-1,559 Reduced 23.58%	5,053 $532,000
Q3 2023 Oct 20, 2023	SELL	$102.82 - $104.26 $118,037 - $119,690	-1,148 Reduced 14.79%	6,612 $680,000
Q2 2023 Jul 14, 2023	BUY	$103.24 - $105.0 $19,305 - $19,635	187 Added 2.47%	7,760 $807,000
Q1 2023 Apr 11, 2023	SELL	$103.3 - $105.14 $40,700 - $41,425	-394 Reduced 4.95%	7,573 $792,000
Q4 2022 Feb 07, 2023	BUY	$102.5 - $104.49 $61,090 - $62,276	596 Added 8.09%	7,967 $830,000
Q3 2022 Oct 17, 2022	BUY	$102.59 - $105.4 $268,478 - $275,831	2,617 Added 55.05%	7,371 $759,000
Q2 2022 Jul 12, 2022	SELL	$103.31 - $104.87 $4,029 - $4,089	-39 Reduced 0.81%	4,754 $498,000
Q1 2022 Apr 07, 2022	BUY	$104.46 - $107.34 $500,676 - $514,480	4,793 New	4,793 $501,000

Others Institutions Holding SUB

# of Institutions

958

Shares Held

80.4M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

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My Legacy Advisors, LLC Ishares Short Term National Mu Transaction History