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Cape Investment Advisory’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Cape Investment Advisory’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 		$53.6K Sell
1,152
-277
-19% -$13.6K 0.01% 484
2026
Q2 		$73.2K Buy
+1,429
New +$72.4K 0.02% 404

Other funds holding LMUB

AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Cape Investment Advisory's LMUB Position: Q3 2026 in Review

Cape Investment Advisory reduced its iShares Long-Term National Muni Bond ETF (LMUB) stake by 19% in Q3 2026, selling an estimated $13.6K and leaving 1,152 shares worth $53.6K. The position accounts for 0.01% of the portfolio, ranked #484.

Cape Investment Advisory first reported a position in LMUB in Q2 2026 and has held it in 2 quarters since. The position peaked at $73.2K in Q2 2026. 14 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

  • Cape Investment Advisory held 1,152 shares of iShares Long-Term National Muni Bond ETF worth $53.6K as of Q3 2026.
  • Cape Investment Advisory sold 277 iShares Long-Term National Muni Bond ETF shares in Q3 2026, an estimated $13.6K.
  • iShares Long-Term National Muni Bond ETF made up 0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #484 holding.
  • Cape Investment Advisory first reported a position in iShares Long-Term National Muni Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Cape Investment Advisory's iShares Long-Term National Muni Bond ETF position peaked at $73.2K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.