CI
LMUB

CX Institutional’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

CX Institutional’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 		$18K Buy
+347
New +$17.6K ﹤0.01% 1196

Other funds holding LMUB

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
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
WPW
Watershed Private Wealth Oak Brook, Illinois $355M AUM 22.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OAP
One Advisory Partners Overland Park, Kansas $367M AUM 19.94% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

CX Institutional's LMUB Position: Q2 2026 in Review

CX Institutional opened a new position in iShares Long-Term National Muni Bond ETF (LMUB) in Q2 2026: 347 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #1196 among its holdings.

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

  • CX Institutional held 347 shares of iShares Long-Term National Muni Bond ETF worth $18K as of Q2 2026.
  • iShares Long-Term National Muni Bond ETF was a new CX Institutional position in Q2 2026.
  • iShares Long-Term National Muni Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1196 holding.
  • 39 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.