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

Cassaday & Co 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 Q2	$8.66K	Buy	+169	New	+$8.56K	﹤0.01%	889

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

Cassaday & Co Wealth Management's LMUB Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in iShares Long-Term National Muni Bond ETF (LMUB) in Q2 2026: 169 shares worth $8.66K. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings.

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

Cassaday & Co Wealth Management held 169 shares of iShares Long-Term National Muni Bond ETF worth $8.66K as of Q2 2026.
iShares Long-Term National Muni Bond ETF was a new Cassaday & Co Wealth Management position in Q2 2026.
iShares Long-Term National Muni Bond ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #889 holding.
183 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.