CV Advisors’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

CV Advisors’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 Q3	$1.2M	Buy	+25,980	New	+$1.28M	0.2%	49

Other funds holding LMUB

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CV Advisors's LMUB Position: Q3 2026 in Review

CV Advisors opened a new position in iShares Long-Term National Muni Bond ETF (LMUB) in Q3 2026: 25,980 shares worth $1.2M. The stake represents 0.2% of the portfolio and ranks #49 among its holdings.

12 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

CV Advisors held 25,980 shares of iShares Long-Term National Muni Bond ETF worth $1.2M as of Q3 2026.
iShares Long-Term National Muni Bond ETF was a new CV Advisors position in Q3 2026.
iShares Long-Term National Muni Bond ETF made up 0.2% of CV Advisors's portfolio in Q3 2026, its #49 holding.
12 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.