Able Wealth Management
LMUB icon

Able Wealth Management’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Able Wealth Management’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 		$4M Buy
85,757
+16,741
+24% +$825K 0.88% 31
2026
Q2 		$3.54M Buy
69,016
+45,463
+193% +$2.3M 0.81% 34
2026
Q1 		$1.18M Buy
+23,553
New +$1.19M 0.31% 54

Other funds holding LMUB

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Fedenia Advisers
Fedenia Advisers Madison, Wisconsin $425M AUM 89.76% 1-Year Est. Return
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
One Wealth Capital Management
One Wealth Capital Management Scottsdale, Arizona $267M AUM 13.69% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
One Advisory Partners
One Advisory Partners Overland Park, Kansas $370M AUM 11.55% 1-Year Est. Return

Able Wealth Management's LMUB Position: Q3 2026 in Review

Able Wealth Management increased its iShares Long-Term National Muni Bond ETF (LMUB) stake by 24% in Q3 2026, buying an estimated $825K and bringing the position to 85,757 shares worth $4M. The position accounts for 0.88% of the portfolio, ranked #31.

Able Wealth Management first reported a position in LMUB in Q1 2026 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

  • Able Wealth Management held 85,757 shares of iShares Long-Term National Muni Bond ETF worth $4M as of Q3 2026.
  • Able Wealth Management bought 16,741 iShares Long-Term National Muni Bond ETF shares in Q3 2026, an estimated $825K.
  • iShares Long-Term National Muni Bond ETF made up 0.88% of Able Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Able Wealth Management first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.