Envestnet Asset Management
LMUB

Envestnet Asset Management’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Envestnet Asset 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
Q2 		$660M Buy
12,886,730
+872,969
+7% +$44.2M 0.16% 107
2026
Q1 		$600M Buy
+12,013,761
New +$608M 0.16% 107

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
BFG
Buttonwood Financial Group Kansas City, Missouri $175M AUM 28.09% 1-Year Est. Return
DA
Detalus Advisors St. Louis, Missouri $513M AUM 23.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
FA
Fedenia Advisers Madison, Wisconsin $421M AUM 96.46% 1-Year Est. Return
OWCM
One Wealth Capital Management Scottsdale, Arizona $355M AUM 13.58% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
WPW
Watershed Private Wealth Oak Brook, Illinois $355M AUM 22.87% 1-Year Est. Return

Envestnet Asset Management's LMUB Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares Long-Term National Muni Bond ETF (LMUB) stake by 7.3% in Q2 2026, buying an estimated $44.2M and bringing the position to 12,886,730 shares worth $660M. The position accounts for 0.16% of the portfolio, ranked #107.

Envestnet Asset Management first reported a position in LMUB in Q1 2026 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold LMUB as of Q2 2026.

  • Envestnet Asset Management held 12,886,730 shares of iShares Long-Term National Muni Bond ETF worth $660M as of Q2 2026.
  • Envestnet Asset Management bought 872,969 iShares Long-Term National Muni Bond ETF shares in Q2 2026, an estimated $44.2M.
  • iShares Long-Term National Muni Bond ETF made up 0.16% of Envestnet Asset Management's portfolio in Q2 2026, its #107 holding.
  • Envestnet Asset Management first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.