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 Q2	$73.2K	Buy	+1,429	New	+$72.4K	0.02%	404

Other funds holding LMUB

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

Envestnet Portfolio Solutions

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

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Fedenia Advisers Madison, Wisconsin $421M AUM 96.46% 1-Year Est. Return

One Wealth Capital Management Scottsdale, Arizona $355M AUM 13.58% 1-Year Est. Return

Watershed Private Wealth Oak Brook, Illinois $355M AUM 22.87% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

One Advisory Partners Overland Park, Kansas $367M AUM 19.94% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Cape Investment Advisory's LMUB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Long-Term National Muni Bond ETF (LMUB) in Q2 2026: 1,429 shares worth $73.2K. The stake represents 0.02% of the portfolio and ranks #404 among its holdings.

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

Cape Investment Advisory held 1,429 shares of iShares Long-Term National Muni Bond ETF worth $73.2K as of Q2 2026.
iShares Long-Term National Muni Bond ETF was a new Cape Investment Advisory position in Q2 2026.
iShares Long-Term National Muni Bond ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #404 holding.
51 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.