Superior Planning, LLC’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Superior Planning, LLC’s Portfolio LMUB Stock Details LMUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$724K	Buy	+15,559	New	+$767K	0.3%	76

Other funds holding LMUB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $734M AUM 21.22% 1-Year Est. Return

Superior Planning, LLC's LMUB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Long-Term National Muni Bond ETF (LMUB) in Q3 2026: 15,559 shares worth $724K. The stake represents 0.3% of the portfolio and ranks #76 among its holdings.

135 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

Superior Planning, LLC held 15,559 shares of iShares Long-Term National Muni Bond ETF worth $724K as of Q3 2026.
iShares Long-Term National Muni Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Long-Term National Muni Bond ETF made up 0.3% of Superior Planning, LLC's portfolio in Q3 2026, its #76 holding.
135 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.