CF
LMUB

Conquis Financial’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Conquis Financial’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
Q1 		$1.42M Sell
27,900
-6,420
-19% -$325K 1.18% 12
2025
Q4 		$1.73M Hold
34,320
– – 1.49% 12
2025
Q3 		$1.71M Buy
+34,320
New +$1.67M 1.62% 12

Other funds holding LMUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
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
KCM
KM Capital Management Austin, Texas $149M AUM 18.7% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Conquis Financial's LMUB Position: Q1 2026 in Review

Conquis Financial reduced its iShares Long-Term National Muni Bond ETF (LMUB) stake by 19% in Q1 2026, selling an estimated $325K and leaving 27,900 shares worth $1.42M. The position accounts for 1.18% of the portfolio, ranked #12.

Conquis Financial first reported a position in LMUB in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.73M in Q4 2025. 143 funds tracked by Wall St. Rank hold LMUB as of Q1 2026.

  • Conquis Financial held 27,900 shares of iShares Long-Term National Muni Bond ETF worth $1.42M as of Q1 2026.
  • Conquis Financial sold 6,420 iShares Long-Term National Muni Bond ETF shares in Q1 2026, an estimated $325K.
  • iShares Long-Term National Muni Bond ETF made up 1.18% of Conquis Financial's portfolio in Q1 2026, its #12 holding.
  • Conquis Financial first reported a position in iShares Long-Term National Muni Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Conquis Financial's iShares Long-Term National Muni Bond ETF position peaked at $1.73M in Q4 2025.
  • 143 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q1 2026.

Based on Conquis Financial's 13F filing for Q1 2026, filed 7 May 2026.