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

CFS Investment Advisory Services’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	$931K	Buy	18,189 +1,164	+7%	+$59K	0.06%	200
2026 Q1	$866K	Buy	+17,025	New	+$861K	0.06%	205

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

CFS Investment Advisory Services's LMUB Position: Q2 2026 in Review

CFS Investment Advisory Services increased its iShares Long-Term National Muni Bond ETF (LMUB) stake by 6.8% in Q2 2026, buying an estimated $59K and bringing the position to 18,189 shares worth $931K. The position accounts for 0.06% of the portfolio, ranked #200.

CFS Investment Advisory Services first reported a position in LMUB in Q1 2026 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold LMUB as of Q2 2026.

CFS Investment Advisory Services held 18,189 shares of iShares Long-Term National Muni Bond ETF worth $931K as of Q2 2026.
CFS Investment Advisory Services bought 1,164 iShares Long-Term National Muni Bond ETF shares in Q2 2026, an estimated $59K.
iShares Long-Term National Muni Bond ETF made up 0.06% of CFS Investment Advisory Services's portfolio in Q2 2026, its #200 holding.
CFS Investment Advisory Services first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
183 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.