CWS
LMUB

Cypress Wealth Services’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Cypress Wealth 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 		$938K Buy
18,312
+4,086
+29% +$207K 0.12% 138
2026
Q1 		$710K Buy
+14,226
New +$720K 0.1% 164

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
IWA
Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFG
Buttonwood Financial Group Kansas City, Missouri $175M AUM 28.09% 1-Year Est. Return

Cypress Wealth Services's LMUB Position: Q2 2026 in Review

Cypress Wealth Services increased its iShares Long-Term National Muni Bond ETF (LMUB) stake by 29% in Q2 2026, buying an estimated $207K and bringing the position to 18,312 shares worth $938K. The position accounts for 0.12% of the portfolio, ranked #138.

Cypress Wealth Services first reported a position in LMUB in Q1 2026 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold LMUB as of Q2 2026.

  • Cypress Wealth Services held 18,312 shares of iShares Long-Term National Muni Bond ETF worth $938K as of Q2 2026.
  • Cypress Wealth Services bought 4,086 iShares Long-Term National Muni Bond ETF shares in Q2 2026, an estimated $207K.
  • iShares Long-Term National Muni Bond ETF made up 0.12% of Cypress Wealth Services's portfolio in Q2 2026, its #138 holding.
  • Cypress Wealth Services first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 114 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.