Action Point Financial Planning’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Action Point Financial Planning’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 Q2	$206K	Buy	+4,028	New	+$204K	0.02%	429

Other funds holding LMUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

KCM

KM Capital Management Austin, Texas $213M AUM 21.82% 1-Year Est. Return

Action Point Financial Planning's LMUB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Long-Term National Muni Bond ETF (LMUB) in Q2 2026: 4,028 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #429 among its holdings.

184 funds tracked by Wall St. Rank hold LMUB as of Q2 2026.

Action Point Financial Planning held 4,028 shares of iShares Long-Term National Muni Bond ETF worth $206K as of Q2 2026.
iShares Long-Term National Muni Bond ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Long-Term National Muni Bond ETF made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #429 holding.
184 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.