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Elmwood Wealth Management’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Elmwood Wealth Management’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 		$745K Buy
+16,025
New +$789K 0.18% 104

Other funds holding LMUB

AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
PGFG
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Elmwood Wealth Management's LMUB Position: Q3 2026 in Review

Elmwood Wealth Management opened a new position in iShares Long-Term National Muni Bond ETF (LMUB) in Q3 2026: 16,025 shares worth $745K. The stake represents 0.18% of the portfolio and ranks #104 among its holdings.

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

  • Elmwood Wealth Management held 16,025 shares of iShares Long-Term National Muni Bond ETF worth $745K as of Q3 2026.
  • iShares Long-Term National Muni Bond ETF was a new Elmwood Wealth Management position in Q3 2026.
  • iShares Long-Term National Muni Bond ETF made up 0.18% of Elmwood Wealth Management's portfolio in Q3 2026, its #104 holding.
  • 16 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on Elmwood Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.