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
Q2 		$944K Sell
18,432
-9,468
-34% -$480K 0.76% 12
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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SA
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

Conquis Financial's LMUB Position: Q2 2026 in Review

Conquis Financial reduced its iShares Long-Term National Muni Bond ETF (LMUB) stake by 34% in Q2 2026, selling an estimated $480K and leaving 18,432 shares worth $944K. The position accounts for 0.76% of the portfolio, ranked #12.

Conquis Financial first reported a position in LMUB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.73M in Q4 2025. 184 funds tracked by Wall St. Rank hold LMUB as of Q2 2026.

  • Conquis Financial held 18,432 shares of iShares Long-Term National Muni Bond ETF worth $944K as of Q2 2026.
  • Conquis Financial sold 9,468 iShares Long-Term National Muni Bond ETF shares in Q2 2026, an estimated $480K.
  • iShares Long-Term National Muni Bond ETF made up 0.76% of Conquis Financial's portfolio in Q2 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 4 quarters since.
  • Conquis Financial's iShares Long-Term National Muni Bond ETF position peaked at $1.73M in Q4 2025.
  • 184 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on Conquis Financial's 13F filing for Q2 2026, filed 13 Aug 2026.