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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$712K Buy
13,901
+151
+1% +$7.65K 0.14% 153
2026
Q1
$687K Buy
+13,750
New +$695K 0.18% 132

Other funds holding LMUB

Cary Street Partners Investment Advisory's LMUB Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares Long-Term National Muni Bond ETF (LMUB) stake by 1.1% in Q2 2026, buying an estimated $7.65K and bringing the position to 13,901 shares worth $712K. The position accounts for 0.14% of the portfolio, ranked #153.

Cary Street Partners Investment Advisory first reported a position in LMUB in Q1 2026 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold LMUB as of Q2 2026.

  • Cary Street Partners Investment Advisory held 13,901 shares of iShares Long-Term National Muni Bond ETF worth $712K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 151 iShares Long-Term National Muni Bond ETF shares in Q2 2026, an estimated $7.65K.
  • iShares Long-Term National Muni Bond ETF made up 0.14% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #153 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.